How to Integrate Highrise With Training Software

Highrise CRM is a powerful tool for managing your data and improving your customer relationships. With ProProfs Training Maker, you can easily connect your Highrise CRM account and create engaging training courses for your employees, customers, and partners.

For example, clients can use ProProfs Training Maker to create a solid system to train and certify their employees on various topics, such as product knowledge, customer service, and sales skills. They also integrated ProProfs with Highrise CRM to manage their customer data and track their training progress. This helped them improve their customer satisfaction and retention rates.

Benefits of Highrise Integration with ProProfs Training:

• Centralized user data: You can automatically export training data into Highrise and access reports to check course compliance and learner progress.

• Improved customer training: You can provide quality training programs to your customers based on the data you capture after monitoring their behaviors and market trends.

• Easy setup: You can use single sign-on (SSO) to enable users to access both platforms without hassle. You can also import your CRM users into ProProfs Training Maker and effortlessly assign them courses and tests.

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.

And that's it! If you encounter any issues or have any questions, don't hesitate to reach out to our support team.