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Suggested Highrise Zaps

We suggest the following Zaps to integrate WooCommerce with Highrise.

Integrating Highrise and WooCommerce

The integration between WooCommerce and Highrise gives you a lot of flexibility to:

  • keep your contact and company information in Highrise updated when new orders come in to your store
  • add comments to see order status changes in Highrise

Note Zapier has a useful Highrise help page walking you through the process of connecting your Highrise account.

Highrise Actions

The most useful Zapier actions for Highrise are:

  • Create Note for Contact
  • Create/Update a Contact
  • Create Task for Contact

However there are also actions to Create a Company and Create a Deal for Contact

Adding Contacts to Highrise for New Orders

A quick and simple way to integrate WooCommerce to Highrise is to send new contacts across to Highrise once a new order is paid for. This means your paying customers appear in Highrise.

There is a Zap Template for this approach, see the list above.

Adding Tasks to Highrise

Once you have your contacts in Highrise, you can use Zapier to automatically add a Task.

For example, you could add a Task to Highrise to send a Welcome Pack.

There is also a Zap Template for this in the list of recommended Zaps.

Using Filters for More Advanced Integration

If you learn how Filters work, a lot more possibilities open up to you. For example, you could:

  • Add Highrise Notes to your Contacts each time your order status changes
  • Add a Highrise Task to follow up on Refunded orders
  • Add a Highrise Task to follow up on customers who go to the Checkout but cancel before paying for their order

Check the Extension Documentation to find out more about Filters.

Tighter Contact/Company and Note integration with Highrise

Here is an approach using filters and the New Order Status Change trigger to synchronize your Highrise contacts, companies and notes with WooCommerce customer and order information.

Note this approach relies on Highrise being able to automatically detect an existing contact by their name, and either create a new contact or update an existing contact. So when constructing Zaps, make sure you always use the same structure for your Name fields.

Zap 1 (Detailed Contact)
Trigger: New Order Status Change
Action: New Contact
Filter: New Status = on-hold
Data: name, company, phone, address

This Zap creates a Contact in Highrise when the order status first moves to on-hold (which happens for all new WooCommerce Orders, prior to payment processing). It sends all the available information about the contact (including address and phone details), and Highrise automatically creates a Company for the contact if company name is included. This Zap only fires once for each new order.

Zap 2 (Detailed Note for Order)
Trigger: New Order Status Change
Action: Create Note for Contact
Filter: New Status = on-hold
Data: name, text (bundle all relevant data for order)

This Zap will create a detailed Note for the contact in Highrise. It can put on file all the line items from the order, and all payment details. It will only fire once for each order, so only one detailed note gets added. Use the same name data fields for this Zap, so Highrise will merge this with the same contact record.

Zap 3 (Summary Note for changes)
Trigger: New Order Status Change
Action: Create Note for Contact
Filter: New Status <> on-hold
Data: name, text (bundle summary of change – old/new status)

This Zap will create a summary Note about status changes for the contact in Highrise – so this will cover changes to completed (order is shipped), cancelled (order payment is cancelled) or refunded (order is refunded). It will fire for every status change except the first change to on-hold. Use the same name data fields for this Zap, so Highrise will merge this with the same contact record.

Following up Cancelled PayPal Checkouts

If a customer goes through the Checkout process and attempts to pay using PayPal, when the payment is cancelled the WooCommerce order status will change from on-hold to cancelled.

Understanding this, you can use the New Order Status Change to create a Highrise Task to follow up on this kind of cancellation. You may also consider creating a Zap to send an SMS alert to the Store manager using Twilio

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