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Highrise CRM Widget

Submitted Jul 01 by Alexander Aghassipour

With the Highrise CRM widget you can lookup any ticket requester in your 37signals Highrise account when handling tickets in your zendesk. You can even add notes to the user.

highrise1.png

Configuring your Highrise widget

Insert the following javascript snippet in the ticket widget in the ACCOUNT/widgets page in your zendesk, and type in your Highrise authorization token as the username (the token can be revealed in your "My info" page in Highrise). Remember to type in your HighriseAccountName as well and indicate whether your Highrise account utilizes SSL or not (use_ssl).

<div id="highrise-lookup" use_ssl="false" domain="HighriseAccountName.highrisehq.com"  default="{{requester.name}}"
username="YourHighriseToken" password="X">
<h3 id="title"></h3>
<div id="content"></div>
</div>
<script src="/javascripts/push/highrise.js" type="text/javascript"></script>

This allows all your agents to lookup users from one Highrise account without individual logins. If you wish to have your agents login to individual Highrise accounts, remove the username and password parts of the widget. This will have the widget prompt your agents for an individual token per Zendesk session.

Now, whenever an agent handles a ticket, the agent can lookup the requester within context:
highrise2.png

Furhtermore, agents can add notes to the user in Highrise. The note will also be added as an event to the ticket:

highrise3.png

Note in Zendesk

highrise4.png

Note in Highrise

 
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