HigherGear Integration Overview

Integration Overview

Conversica integrates with HigherGear CRM via an API integration. The information is pushed to Conversica directly and securely. The integration is complete when HigherGear confirms the integration and Conversica updates the account settings accordingly. Here's how it works: 

• HigherGear lead data will be automatically transmitted to your Conversica dashboard so your assistant can engage new leads as they arrive. The assistant can also recognize when a lead has been reassigned and can skip to her follow-up message or stop messaging leads when the appropriate lead status/action updates are received (lost, dead, sold, etc). 
• When your assistant engages a lead, the conversation history will be pushed back to the Lead Profile in HigherGear, provided your team clicks the appropriate link in the alerts Conversica sends.

This integration enables you to monitor your sales assistant's conversations without leaving your CRM.
 

Minimum Requirements 

In order to set up the integration you must meet the following requirements: 

• You must have an active HigherGear CRM instance
• You or another member of your team must be able to authorize the integration.
• You have created the automated assistant's settings with your Conversica Software Installation Specialist

Instructions

1. Your Conversica Software Installation Specialist will send an email to you regarding the integration setup. The HigherGear Support team will be copied on the email. 
2. Please Reply All and state, "I approve." in the body of the email, approving Conversica's integration with HigherGear.
3. Once HigherGear Support has confirmed the integration is ready, your Conversica Software Installation Specialist will complete the steps to set up integration with HigherGear.