First, find your dropbox address. Next, make sure 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 or a personal address, you will need to add those to be used with your dropbox addresses.
Add email addresses to be used with your dropbox address under the
My Info section of your account.
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 with your dropbox addresses. 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 address enables Highrise to receive the message and associate your email with the contact in your account that matches the email address in the
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 works best with plain-text formatted email. A few email clients (Outlook, Airmail) hide the headers of forwarded messages or send HTML formatted mail.
This means Highrise can't 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 will automatically create a new contact from the person in the
To:, CC, or From fields 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.
Use commands when forwarding email to your dropbox address to tell Highrise what to do with the information that you're forwarding.
There are four commands 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.
/private YOUR GROUP NAME
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 each one on a separate line 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 creates 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 creates a deal titled
New Deal in your account.
Make sure you enter the commands exactly how they're formatted above. If you include a space after the slash, e.g.
/ private – it breaks the command.