Create new Highrise deals from finished chats in HappyFox Chat
Every chat session is important, and a new opportunity. If you set up this automation, it will trigger whenever a new session is finished on HappyFox Chat, automatically creating a new deal on Highrise for each one so that your sales team can follow up effectively.
Every chat session is important, and a new opportunity. If you set up this automation, it will trigger whenever a new session is finished on HappyFox Chat, automatically creating a new deal on Highrise for each one so that your sales team can follow up effectively.
- When this happens...Finished Chat
Triggers when a chat conversation ends.
- automatically do this!Create Deal
Triggered when a new deal is added
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