Never let a prospect slip through your fingers. Record every visitor who has engaged with you on live chat as either a Lead or Contact in Salesforce CRM.
View Contact/Lead details from Salesforce CRM right when you are chatting with a customer. No more switching between applications. Provide better customer support with contextual data.
Record and view all live chat transcripts as Activities/Cases/Notes against each lead alongside phone calls, meetings, and other sales activities. Ask better questions, identify needs, remove barriers, and close deals faster.
Choose how to handle duplicate leads and eliminate noise by allowing your live agents to create a lead or contact only for relevant queries.
Track the performance of your marketing campaigns by automatically syncing UTM parameters to Salesforce fields. Attribute your conversions to the right campaign and double down on those channels.
Use HappyFox Chatbot to qualify and generate leads 24x7 and build complex lead creation workflows without any code using HappyFox Workflows for Salesforce.