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Hipmob - Highrise Integration


Overview

Hipmob provides hosted live chat for mobile applications. You sign up with us, we give you a code, you download our library, you integrate it into your app, and you can then talk to your users, figure out what they want and what problems they are having, and make them happy. No servers, no extra steps or code to write, wherever the users are, you get to focus on what you do well. This document covers integrating Hipmob with your Highrise account.

Integration Screen

Visit the Integrations tab in your Hipmob account.

Figure 1: the Integration tab

Once there, click the Configure button to open the Highrise integration screen. If you've not configured it yet, the button will be gray.

Figure 2: the Highrise configure button

The configuration screen will show: from here you can securely connect to your Highrise account. Just click the Connect button to start the process.

Figure 3: the Highrise configuration screen and connect button

Grant Highrise Access

You will be redirected to your Highrise account to grant access: if you aren't logged in, you'll need to log in first to complete the process.

Figure 4: Highrise login screen

Once you're logged in, you can click the Yes, I'll allow access button to securely connect to Hipmob. You will be automatically redirected back to your Hipmob account.

Figure 5: Highrise permission screen

Completing the Configuration

If you clicked Yes, I'll allow access, when you return to Hipmob the connection information will be automatically saved. You can choose to automatically submit all chats to Highrise by checking the box and then clicking Save. You're all set!

Figure 6: Completed configuration.

The Highrise button will turn green if the connection was successfully set up and you enabled automatic Highrise submission. If the connection was successfully set up but you didn't enable automatic submission then it will turn blue.

Figure 7: integrations page with Highrise integration active but not automatic

Creating Highrise Entries

Once you're in a chat you can type the command #highrise at any time to create a Highrise entry. This will create a person in Highrise with the collected information from the chat, and then attach the transcript as a note. A link will be automatically returned that will let you open the newly created Highrise entry and add any additional information.

Figure 8: creating a Highrise entry

And you're done. If you enabled automatic submission then at the end of every conversation a Highrise entry will be automatically created (if you did not manually create one with the #highrise command).

Figure 9: reviewing the Highrise entry