Note: This is the third of a series of blog posts on how to use Highrise to better manage customer data and efficiently serve prospects. The first two posts are here and here. The current post is about how to easily capture contacts for Highrise.
With all the contact info that needs to be filled out, it can be quite tiresome to manually import new contacts from your email into Highrise. We need a way to create new contacts faster and less tediously. This is one of the reasons why we built Collabspot, an extension that makes contact creation much easier by capturing already existing contact info in Gmail into Highrise fields.
Upon creating a contact in Highrise using Collabspot, the extension will automatically fill the first name, last name, company name, and email address fields. Now if there are also additional contact details in the an email’s signature, such as the sender’s physical address and phone number, then the extension can also fill these out automatically when you create a new contact.
To view this feature in action, check out this short video.
Now that you know how to capture contacts into Highrise without difficulty, let us know through the comments below on how you’re able to handle new contacts in Gmail and create them as Highrise contacts.