Your Highrise dropbox address allows you to send email conversations into Highrise.
A dropbox address is a special email address that allows your Highrise account to receive information. You can Blind-Carbon-Copy (BCC) or forward emails directly to your dropbox address.
Each user in your account has their own unique dropbox addresses. Only email addresses that you approve can be used with your dropbox addresses.
You can find your dropbox address by navigating to the "My Info" section of your account.
If you’re an admin or a user, this link will be under the "Settings" section in the right corner of the account. The Account Owner will find this link under the "Account & Settings" section in the right corner of the account
Now click on the "Email dropbox" link to see your personal dropbox address.
First, make sure that your email address is approved. The email address associated with your Highrise account will automatically be approved to send to your Dropbox.
However, if you use other email addresses (such as a personal address), you will need to add those to Highrise.
You can add email addresses to be used with your dropbox address under the "My Info" section of your account.
Under the "Email dropbox" tab, scroll down to the last section of the page title "Enter any other email addresses you use," and enter more email addresses there.
After adding email addresses, click the "Update my email addresses" button.
These are the only addresses that can be used to send to your dropbox address. If you use an unapproved email address, Highrise will notify you with a bounce message.
One of the fastest ways to add emails to Highrise is to BCC your dropbox whenever you send an important email.
The dropbox enables Highrise to receive the message and associate your email with the contact in your account that matches the email address in the "To:" field.
Highrise will automatically create a new contact from the person in the “To:” field or the “CC” field and attach the email to that person or people.
Every contact in Highrise must have a first name, so Highrise will add the email address to the first name field. You can edit the contact later to adjust their details.
The steps above will only create a person contact in Highrise; they will not create a company contact.
If you forgot to BCC your dropbox address or received an email from someone else, you can forward the message to your dropbox address.
Highrise scans the headers of the forwarded message to associate the email with the right contact:
Date: March 24, 2015 at 5:30:22 PM EDT
Subject: March Schedule
Highrise will attach the message to the contact with the corresponding email address in the "From:" field of the forwarded message.
Important note: Highrise can only process plain-text formatted email. A few email clients (Outlook, Airmail) hide the headers of forwarded messages or send HTML formatted mail.
This means Highrise cannot attach the message to a contact in your account. Please make sure you forward plain-text email only.
Read more about common errors with your dropbox address.
Highrise allows you to use directives when forwarding email to your dropbox address. These directives tell Higrise what to do with the information that you're forwarding.
There are four directives that you can enter in a body of the forwarded email.
Makes the email you forward automatically private to you or private to the group that you add after /private.
Adds the email and a tag to the contact with the associated email address in the "From:" field. If you want to add multiple tags, add them separately in the body of the forwarded message:
/tag TAG NAME
/tag TAG NAME
Files the email automatically to the case listed after /case. If you want to create a new case, add:
/case New Case
This will create a case titled "New Case" in your account.
Files the email automatically to the deal listed after /deal. If you want to create a new deal, add:
/deal New Deal
This will create a deal titled "New Deal" in your account.
Make sure you enter the directives exactly how they're formatted above. If you include a space after the slash, e.g. "/ private" – it will break the directive.