Enable Integration with Insightly

Insightly Integration Benefits:

1. View the visitor information from Insightly

2. Create leads or contacts in Insightly during ongoing chat.

3. Create leads or contacts in Insightly from chat transcripts.

4. View the statuses of each lead or contact.

Note:

This integration is available only in Fantastic and Enterprise plans.

Pre-requisite: 

Lead or Contact creation requires Email id or phone number of the visitor.

How to integrate?

1. Login to your HappyFox Chat account.

2. Go to Apps --> CRM -->Insightly

3. Enter the API key from your Insightly account and Click Connect button to integrate HappyFox Chat with Insightly. 

4. On successful connection, you will be shown a message that 'You have successfully connected to your Insightly account'.

5. Update your preferred settings under "During Chat" and "On Chat Completion".

During Chat:

1. View customers' lead or contact details from Insightly CRM.On clicking the lead/contact, you will see the lead details in chat information box.

Information about a Lead from Insightly in chat window

 2. Create leads or contacts manually on Insightly CRM using command key - "!" Key on HappyFox Chat. 

Lead creation during ongoing chat

3. Allow creating duplicate leads/contacts for the same customer during a chat. Even if you have created lead during the same chat.

On Chat Completion

1. After a chat ends with a new or existing customer, leads/contacts are created on Insightly CRM automatically.

Note: Leads/Contacts will be created for Offline Messages too depending upon the settings.
This lead/contact will be assigned to the staff who handled the chat if the same staff with same email id is present on Salesforce account. If not, the created lead/contact will be assigned to the person whose email id was used for integration.

Information about a specific contact from Insightly

2. Add the chat transcript as notes or activity or cases to each lead/contact.

Notes associated with the contact from Insightly

3. Allow creating duplicate leads or contacts.

  • 829
  • 09-Jan-2019
  • 468 Views