What happens if the person filling out my form is already in Highrise®?

If the contact already exists in Highrise® it will still go in as as a brand new contact with all of the data that they provided on the form.  If you determine that they are in fact a duplicate you can use the merge feature in Highrise to automatically combine the records by clicking "Edit this person" from within Highrise.  We do it this way because you might in fact get multiple contacts/clients that do have the same name and it's better to be safe, especially when it comes to new business!

Is this a recurring charge or one-time purchase?

One-time purchase.  Upon purchase you'll be able to generate a license key for your live domain and a test domain. Our software is uploaded to your website and runs on your web server/host. When updates become available they'll be posted to the Downloads page for you to freely obtain. If you're interested in a free 15 day trail license key simply register as a user on our site. Click here for more information.

Does your code put all the right numbers, emails, websites, etc into the proper Highrise® contact fields as well as making a note with all the contact fields in the note?

Yes, the form processor for Highrise® allows you to match name, company, title, phone, email and website fields from your form to the new contact record.  At a minimum, a first name is required by Highrise® to make the new record. From there you have a choice as to what to do with the rest of the data on your form.  You can either have ALL the data from the form be added as the first note for the new contact or you can just have the data that is not a Highrise® contact field be added as the first note.

For instance, if your form asked for the following data: first name, last name, company, email, phone, how you heard about us, and a message to us then first name, last name, company, email and phone would all be properly matched to the new contact record in Highrise®.  That new contact would then have a note attached to them that contains your other form questions how you heard about us, and message to us. Optionally, you can have the form processor to put ALL of the form data into the note as well.

Can the form processor "tag" the newly created Highrise® contact?

Highrise® API recently released the ability to add tags to entries.  We now offer full tag support for Highrise contacts.  Simply add the following anywhere in your form:

<input type="hidden" name="tags" value="prospects, web form">

You can have as many tags as you like.  Tags must be in the value attribute and separated by commas.

Can I use multiple forms?

Yes.  The form processer will be installed and configured once, but you can point as many forms to it as you like. A common scenario would be a website that has a form for a demo request and a form for a quote request.  Each of these forms can have their own fields, tags, questions pages, etc.