Create new Keap Max Classic contacts from finished chats on HappyFox Chat
How much time do you spend copying contact data into your CRM and email marketing? Make it easy on yourself by setting up this automation. It will then copy contact information from new finished HappyFox Chat sessions into Keap Max Classic contacts letting you engage and continue the conversation with your customers from there.
How much time do you spend copying contact data into your CRM and email marketing? Make it easy on yourself by setting up this automation. It will then copy contact information from new finished HappyFox Chat sessions into Keap Max Classic contacts letting you engage and continue the conversation with your customers from there.
- When this happens...Finished Chat
Triggers when a chat conversation ends.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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Finished Chat
Triggers when a chat conversation ends.
Try ItNew Offline Message
Triggers when a visitor leaves a message when all agents are offline.
Try ItNew Affiliate
Triggers when you add a new affiliate.
Try ItNew Contact
Triggers when you add a new contact.
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New Missed Chat
Triggers when no agents pickup an incoming chat request.
Try ItNew Action sequence
Triggered when a new action sequence is added.
Try ItNew Company
Triggers when you add a new company.
Try ItNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
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