HappyFox Chat + Revamp CRM

HappyFox Chat + Revamp CRM integrations

Create Revamp CRM notes for newly finished chats in HappyFox Chat

Equip your sales team with the tools they need to succeed. This Zapier integration captures newly finished chat sessions on HappyFox Chat and creates notes on Revamp CRM, letting you follow up and convert them into customers when ready.

When this happens...
Finished ChatTriggers when a chat conversation ends.
TriggerInstant
automatically do this!
Create NoteCreates a new note.
ActionWrite

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More things you can do with HappyFox Chat and Revamp CRM

Discover other triggers and actions you can use with HappyFox Chat and Revamp CRM

Finished Chat
Triggers when a chat conversation ends.
Trigger
Instant
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New Offline Message
Triggers when a visitor leaves a message when all agents are offline.
Trigger
Instant
Try It
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Status
- Deal Stage
- Deal Product
- Deal Sales Region
- Deal Source
- Deal Name
Trigger
Polling
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New Deal
Triggers when a new deal is created.
Trigger
Polling
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- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Polling
Try It

- Name
  Required
- Organization
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Person Name
- Person Email
- Message
- New Customer Type
- Disable Editing Note
- Created By
Action
Write

- Subject
  Required
- Type
  Required
- Customer
  Required
- Due on Date
  Required
- Due on Time
- Duration
- Assignee
- Note
- Is It Done?
Action
Write
- Deal Name
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Stage
- Deal Status
- Deal Product
- Deal Sales Region
- Deal Source
Action
Search

New Missed Chat
Triggers when no agents pickup an incoming chat request.
Trigger
Instant
Try It
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Type
- Completion State
- Assignee
Trigger
Polling
Try It
- Name
  Required
- Customer
  Required
- PipeLine
  Required
- Deal Stage
  Required
- Value
  Required
- Currency
  Required
- Expected Date Deal Ends
  Required
- Probability
- Owner Name
- Status
- Sales Region
- Product
- Deal Source
Action
Write
- Name
  Required
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search
- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search

About HappyFox Chat

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

HelpHelp

Related categories

Customer Support

About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create contacts in Revamp CRM for new finished HappyFox chats

Related Zap Templates

Create contacts in Revamp CRM for new finished HappyFox chats