Keep Tabs on Crucial Sales Leads

Two-Way Sync of Customer Data between Salesforce & HappyFox Chat

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STAY UP-TO-DATE WITH SALES DATA

In HappyFox Chat

View Contact/Lead details from Salesforce CRM right there when you are engaging with your customer. No more switching between applications. Focus better with contextual data.

View all help desk tickets while you chat with your customer View all help desk tickets while you chat with your customer
Convert all live chat conversations into help desk tickets

In Salesforce

Never let any prospect slip through your finger, record every visitor who has engaged with you on live chat as Leads or Contacts in Salesforce CRM.

Record all conversations as transcripts

Record and view all live chat conversations as transcripts inside Activities against each Lead or inside Cases/Activities against each Contact.

Ask better questions, identify needs, remove barriers and close deals faster.