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A Cohesive Customer Journey across All Channels

In HappyFox Chat

Automatically pull up Lead and Contact information and see their status when you are in a conversation with a customer. A unified and consistent view of the customer across touch points.

Microsoft dynamics crm integration Live chat and microsoft dynamics crm integration
Automatically add contacts or leads in MS dynamics CRM

In Microsoft Dynamics CRM

No more missed opportunities. Automatically record new Leads or Contacts for everyone who has conversed with you through live chat.

Chat transcripts on Microsoft Dynamics CRM

Record and refer to all live chat conversations as transcripts within Activities against each Lead or Cases against each Contact.