How to Integrate Highrise With Training Software

If you are an existing Highrise user, connecting it with ProProfs Training Maker can simplify how you manage learners, track progress, and deliver personalized training based on customer insights.

Why integrate Highrise with ProProfs?

• Centralized learner data: Automatically sync learner profiles and training activity into your Highrise CRM. No manual data transfers, no missed records.

• Smarter customer training: Use customer data from Highrise to deliver targeted training based on real needs, behaviors, or product usage.

• Faster onboarding: Import CRM users into ProProfs Training Maker and assign relevant courses immediately; no duplicate account setups needed.

• Streamlined access: Single sign-on (SSO) enables users to log in across systems, reducing login hassles and improving the learner experience.

Real-world impact of Highrise integration

One of our customers, a mid-sized tech solutions firm, used ProProfs Training Maker with Highrise to automate product onboarding for their B2B clients. By syncing customer data, they could auto-enroll users in the right certification tracks based on purchase history.
Result?

• 23% faster onboarding time

• 30% higher course completion rates

• Better client retention over 12 months

How to Set up Highrise Integration With Training Software

Step 1: Open a course setting on ProProfs Training Maker dashboard.

Step 2: Switch to the Integrations tab and activate the Highrise integration. A pop-up will appear. Click Next to proceed.

Step 3: Enter the Login Page and Auth Token in the respective fields.

Here's the login page URL for your Highrise account.

 

Once done, click Save to complete the integration.

Best practices for using Highrise integration effectively

• Regularly update user tags in Highrise to keep training assignments aligned with role changes and new customer needs.

• Audit your course enrollments quarterly to ensure CRM data and training paths stay synchronized as your user base evolves.

• Use Highrise notes or custom fields to track special learner achievements, certifications, or course feedback alongside their CRM profile.

FAQs

Q1. Can I sync existing users from Highrise into multiple training courses?
Yes. Once users are synced from Highrise, you can easily assign them different courses inside ProProfs based on their tags, roles, or groups.

Q2. Will Highrise automatically track course completion status?
ProProfs Training Maker will update learner progress into your connected Highrise account. However, detailed reporting (like quiz scores or certifications) will still be accessed primarily inside ProProfs.

Q3. What happens if a user is deleted in Highrise?
User deletions in Highrise do not automatically remove the corresponding learner from ProProfs. To maintain clean records, you’ll need to manually update the user status in Training Maker.

Need help setting up? Contact our support team.