To ensure visitor email addresses are captured in Highrise, it's recommended to enable the Pre-Chat form in Zendesk Chat. By requiring visitors to enter their email addresses before starting a chat, you can avoid manually entering this information in Highrise. For detailed instructions, refer to the relevant article.
To integrate Highrise with Zendesk Chat, you'll need your Highrise API Token and site name. First, log in to your Highrise account and navigate to My Info > API Token to copy your API token. Then, go to Settings > Site Name to copy your site name….
No, the Highrise integration is only available for customers using the standalone Legacy versions of Zendesk Chat. If your account is integrated with Zendesk Support, you won't be able to use Highrise for Chat. To determine which version of Zendesk…
When a chat is completed, a note is automatically added to Highrise, which includes all vital information from the chat. This information consists of the chat transcript, the country of the visitor, and their IP address. Agents can also manually…