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Close + HappyFox Chat

Add leads to Close for newly-finished chats on HappyFox Chat

Want to quickly build a healthy sales pipeline? Zapier can help augment it by automatically capturing leads from your support chat. Once this integration is active, it will create new leads on Close when chat sessions end on HappyFox Chat, making sure you can seek out every opportunity that comes your way.

Want to quickly build a healthy sales pipeline? Zapier can help augment it by automatically capturing leads from your support chat. Once this integration is active, it will create new leads on Close when chat sessions end on HappyFox Chat, making sure you can seek out every opportunity that comes your way.

  1. When this happens...
    HappyFox ChatHappyFox Chat
    Finished Chat

    Triggers when a chat conversation ends.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Lead

    Creates a New Lead

    ActionWrite
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Supported triggers and actions

What does this mean?
  • HappyFox Chat triggers, actions, and search

    Finished Chat

    Triggers when a chat conversation ends.

    Trigger
    Instant
    Try It
  • HappyFox Chat triggers, actions, and search

    New Offline Message

    Triggers when a visitor leaves a message when all agents are offline.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
  • HappyFox Chat triggers, actions, and search

    New Missed Chat

    Triggers when no agents pickup an incoming chat request.

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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happyfox-chat logo
happyfox-chat logo

About HappyFox Chat

Powerful live chat software built from ground-up for super fast customer support.

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