How to integrate with Microsoft Dynamics CRM
Microsoft Dynamics CRM integration is available in Scale and Scale plus plans . Only admin of the HappyFox Chat account can set up this integration. * HappyFox Chat supports 2015 and 2016 online versions of Microsoft Dynamics accounts. * Ensure that user account used for integration have sufficient privileges…
How to integrate with SugarCRM
By integrating with SugarCRM, * View the visitor information from SugarCRM. * View the statuses of each lead or contact. * Create leads or contacts in SugarCRM after the chat ends. * The chat transcripts will be updated under Calls for Leads and under Cases, Calls for Contact depending on your preferred settings…
Enable integration with Salesforce
Salesforce integration benefits: * View lead/contact details from Salesforce CRM during an ongoing chat. * During a chat session, manually create leads/contacts in Salesforce CRM. * After a chat ends, automatically create leads/contacts in Salesforce CRM. * Create multiple leads/contacts for a customer during a …
