Bez Leda Studios

Bez Leda Studios

WordPress plugin

Highrise Lead Bridge

WordPress forms that land in Highrise.

Highrise Lead Bridge is a WordPress lead-capture plugin for teams that use Highrise as their CRM. Place a shortcode form on any page, validate submissions server-side, then create or update Highrise people and notes without a generic form plugin plus Zapier stack. Built in practice for multi-brand and multi-profile Highrise setups.

Available Upon Request GPLv2 or later WordPress
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Developed by Bez Leda Studios.

Benefits

Built for Highrise

Creates or updates Highrise people by email and always writes a Highrise note from the submission.

Shortcode simplicity

Drop [highrise_lead_form] on any page. Works for logged-in and logged-out visitors over AJAX.

Multi-profile ready

Configure up to three Highrise profiles and choose the profile per shortcode, or use the site default.

Spam-hardened

Cloudflare Turnstile, WordPress nonce, honeypot, required fields and rate limiting, verified on the server.

Named forms and files

Use short or long presets, or build named forms with custom fields and optional file uploads for careers-style flows.

Optional webhooks

After a successful Highrise handoff, POST JSON to your Platform or lead pipeline, with per-form URL overrides.

Capabilities

Forms

  • Shortcode-driven forms for logged-in and logged-out visitors
  • Built-in presets: form="short" and form="long"
  • Named forms with custom field sets from the Forms admin tab
  • System and custom fields: text, textarea, dropdown, number, date, file upload
  • File uploads: filename in the Highrise note; file on the admin email only
  • Per-form submit label, Callback URL override and Email From override
  • Duplicate named forms

Highrise CRM

  • Up to three Highrise profiles (URL + API token)
  • Shortcode profile="…" or the site Default profile
  • Search people by exact email match
  • Create a person when none exists; always create a note
  • Editable note templates with placeholders
  • Enforced log always includes form name and page URL
  • Test Highrise Connection from admin

Spam and security

  • Cloudflare Turnstile with server-side verification
  • WordPress nonce and honeypot checks
  • Required-field validation
  • Transient rate limiting with hashed IP and email
  • Credentials never exposed in front-end HTML or JavaScript

Email notices

  • Uses the site wp_mail stack and any existing SMTP plugin
  • Admin success notifications, with file attachments when used
  • Optional failure notifications
  • Visitor thank-you templates; shortcode response="…" selects a template
  • Site-wide From display name, plus per-named-form From email and name

Callbacks and webhooks

  • Optional outbound webhook after successful Highrise handoff
  • Default JSON includes profile, contact_id, note_id, form_name, source_website and submission_timestamp
  • Per-form Callback URL override; blank uses the site Callbacks URL
  • Send test callback creates a throwaway Highrise contact and note, then POSTs a real payload

Admin and logging

  • Top-level Highrise Lead Bridge menu
  • Tabs: General, Forms, Profiles, Cloudflare, Notifications, Callbacks, Logs
  • Separate Action log and Error log
  • API tokens are not written to logs

How it works

  1. 01

    Visitor submits

    A form rendered by [highrise_lead_form] collects the lead on any WordPress page.

  2. 02

    Server validates

    Nonce, honeypot, required fields, Turnstile and rate limits are checked before anything reaches Highrise.

  3. 03

    Highrise updates

    The plugin finds a person by email or creates one, then always creates a Highrise note.

  4. 04

    Follow-through

    Show success or redirect, email staff and the visitor if configured, and optionally POST a webhook.

Who it is for

  • Teams that use Highrise (37signals) as their CRM
  • Agencies and staffing sites that need multi-brand or multi-profile Highrise forms
  • Businesses that want WordPress lead capture without a form plugin plus Zapier stack
  • Sites that need careers or contact forms with optional file uploads and staff email handoff

Questions

Does this replace a full form-builder marketplace plugin?

No. Highrise Lead Bridge is focused on Highrise-native lead capture: shortcode forms, named field sets and CRM handoff. It is not a general-purpose form marketplace product.

Can Highrise receive uploaded files on notes?

No. The Highrise API cannot attach files to notes. For uploads such as a resume, the filename is recorded in the Highrise note and the file is attached to the admin notification email only. Uploads are not stored permanently in the WordPress Media Library.

Does the plugin configure SMTP?

No. It uses the site’s existing wp_mail / SMTP setup. Delivery depends on that configuration. Per-form From overrides also need SMTP “send as” permission for the chosen address.

What do I need to run it?

WordPress 5.8 or later, PHP 7.4 or later, a Highrise CRM account and Cloudflare Turnstile keys. End users install from a ZIP in WordPress admin; no Composer or Node is required.

How do shortcodes look?

Examples include [highrise_lead_form], [highrise_lead_form form="short" profile="NYDLA" name="Contact" interest="General"], and [highrise_lead_form form="Careers" profile="MTP" name="Careers" interest="Careers" response="CareersThanks"]. Useful attributes include form, profile, name / form_name, interest, response and redirect.

How do I get the plugin?

Highrise Lead Bridge is available upon request from Bez Leda Studios. Enquire and we will confirm how to obtain and install it for your site.

Ready to send WordPress leads into Highrise? Request Highrise Lead Bridge.

Request This Plugin

Developed by Bez Leda Studios.