Connect HappyFox Chat and Solve CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings HappyFox Chat and Solve CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Create new contacts on Solve CRM for finished chats in HappyFox Chat
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HappyFox Chat + Solve CRM

Create new contacts on Solve CRM for finished chats in HappyFox Chat

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HappyFox Chat + Solve CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate HappyFox Chat with Solve CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Finished Chat" from HappyFox Chat.

Add your action

An action happens after the trigger—such as "Create Company" in Solve CRM.

You’re connected!

Zapier seamlessly connects HappyFox Chat and Solve CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
New Contact
Triggers when you add a new contact.
Trigger
Polling
Try It
- Category Tag
  Required
Trigger
Polling
Try It
New Workgroup
Triggers when a new workgroup is created.
Trigger
Polling
Try It

- Shared With...
- First Name
- Last Name
- Job Title
- Business Address
- Business Email
- Business Fax
- Business Phone Direct
- Business Phone Extension
- Business Phone Main
- Cellular Phone
- Home Address
- Home Phone
- Other Email
- Personal Email
- Website
- Categories
Action
Write

New Missed Chat
Triggers when no agents pickup an incoming chat request.
Trigger
Instant
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New Company
Triggers when you add a new company.
Trigger
Polling
Try It
- Category Tag
  Required
Trigger
Polling
Try It
New User
Triggers when you add a new user account.
Trigger
Polling
Try It
- Shared With...
- Company Name
- Categories
Action
Write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect HappyFox Chat and Solve CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your HappyFox Chat to Solve CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About HappyFox Chat

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

HelpHelp

Related categories

Customer Support

About Solve CRM

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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Connect HappyFox Chat and Solve CRM to power AI-driven automation

Launch your first automated workflow

Create new contacts on Solve CRM for finished chats in HappyFox Chat

Create new contacts on Solve CRM for finished chats in HappyFox Chat

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect HappyFox Chat and Solve CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect HappyFox Chat to Solve CRM on the world's largest no-code automation platform