Enable integration with HubSpot CRM
By integrating HubSpot CRM with HappyFox Chat,1. During an ongoing chat, view contact and deal information from HubSpot CRM.2. Create contacts in HubSpot CRM during an ongoing chat.3. Create contacts in HubSpot CRM after the chat ends.4. Create contacts in HubSpot CRM from offline messages.5. Capture UTM parameters fr…
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…
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…
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 …
