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Showing articles from salesforce leads tag

Create Salesforce CRM Leads from HappyFox

Push any potential customer in your help desk system as a Salesforce Lead! HappyFox allows you to create Salesforce CRM leads from within your ticket details page via the "New Lead Creation" form. Applicable Plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus Heads up ❇️ : Looking for Salesforce Integrati…

Enable integration with Salesforce

Salesforce integration benefits: * View lead/contact details from Salesforce CRM during an ongoing chat. * During a chat session, manually create leads/contacts in Salesforce CRM. * After a chat ends, automatically create leads/contacts in Salesforce CRM. * Create multiple leads/contacts for a customer during a …

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