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HappyFox Chat + Highrise

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.

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

    Triggers when a chat conversation ends.

    TriggerInstant
  2. automatically do this!
    HighriseHighrise
    Create Deal

    Triggered when a new deal is added

    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
  • Highrise triggers, actions, and search

    New Custom Fields

    Triggers when a new custom field is created in Highrise.

    Trigger
    Scheduled
    Try It
happyfox-chat logo
happyfox-chat logo

About HappyFox Chat

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

Related categories

  • Customer Support
highrise logo
highrise logo

About Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
Learn moreHelp

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