Setting up and using Highrise CRM

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  • Nate Risenhoover


    For the time being, I have been the only one using our Highrise integration (I am the zendesk admin). I am now starting to have other agents use it, but when they add a note into from the Zendesk into Highrise, it posts as my Highrise user. I am assuming this is because my API token is used for the integration. Is it possible to input different API tokens from Highrise for the different users?
    Looking forward to a reply!
  • James Sanford

    Hey Nate!

    You are correct that the notes are all showing as coming from you due to the API token used for the integration.  While it is not possible currently and there are not any plans to add that option the App is open sourced if you wished to modify it to include that functionality.  Source: Zendesk Highrise Agent Notes

    Source Code:


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