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Showing articles from CRM tag

Enable Integration with Insightly CRM

**Insightly CRM integration benefits:** 1. View the visitor information from Insightly. 2. Create leads or contacts in Insightly during an 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 on all pl…

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 par…

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 sufficien…

Enable integration with Pipedrive

By integrating Pipedrive with HappyFox Chat, * View the list of deals created for the customer along with stages during the chat. * Every chat conversation with a new customer will be added as a contact on your Pipedrive account. Contact will have customers' name, email id and phone number. * Every chat convers…

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