Our online marketing company uses the CRM highrise to track sales and customer activity.
We would like to pull the completed tasks across all users onto an easy to read spreadsheet on a daily basis.
Our tasks are categorised into 5 actions. New call, BD call, New Meeting, BD Meeting, Account Management Meeting. Once the task happens, our staff tick the task box which is completed. This activity feeds through to the latest activity feed in Highrise, We want to extract all of this data into a spreadsheet for each person.
This is what I receieved from Highrise customer service:
Hi Anthony,
We're a small team who supports thousands of customers, so we don't have phone support or a sales team. We focus our energy on email support.
In this instance, we would recommend using a 3rd party integration. Highrise is not involved in the development of any outside integrations. They're handled from start to finish by the outside company using our API. Lots of 3rd parties have built useful integrations and you can see a full list here: [login to view URL]
If you haven't already, try Zapier with how it connects Google Sheets and Tasks:
[login to view URL]
You can also find our API documentation here: [login to view URL]
The section for tasks is outlined here:
[login to view URL]
For example, this page would show all completed tasks by anyone in your account:
[login to view URL]
-Chris
Hello, I have worked with XML - based API's for projects like this for CVS Health during the past 2 years. I can provide a letter of recommendation as well.
My understanding is that you need something that will query each activity and correlate the data according to person. Then export this data into a google-sheets document.
$138 USD en 3 días
5,0 (1 comentario)
2,6
2,6
4 freelancers están ofertando un promedio de $223 USD por este trabajo
Hi, we could create desktop app for exporting timesheets to excel, where You could select user or multiple users and with press of a button get excel file.
Please respond, best regards.