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 Pipedrive
HappyFox integration with Pipedrive lets you access relevant information about the customer from HappyFox interface, and also allows you to push tickets as a activity against the contact or the organization in Pipedrive. Available to Mighty and above pricing plans. Pipedrive information is shown for the correspon…
Configure Salesforce Integration with HappyFox
HappyFox - Salesforce integration allows agents to view the following information inside the Ticket Details page and the New Ticket Creation form: * Standard Salesforce objects such as Accounts, Opportunities, Contacts, and Leads. * Other Salesforce objects including out of the box and custom objects that you choo…
Configure SugarCRM Integration with HappyFox
SugarCRM integration with HappyFox allows your agents to retrieve contextual SugarCRM contact information within HappyFox. This information can be viewed on the ticket-details page and in new ticket form. The integration also provides an option to push ticket-information to SugarCRM cases automatically. Applicable Pl…
Configure Zoho CRM Integration with HappyFox
Zoho CRM software is an online Customer Relationship Management (CRM) system for managing your sales, marketing & support in a single system. Available on Mighty and above pricing plans With HappyFox-Zoho CRM integration, your support agents can: * View Zoho customer information from HappyFox ticket detail and ne…
Configure Microsoft Dynamics 365 Integration with HappyFox
HappyFox integration with Microsoft Dynamics 365 lets you access your customer information from your HappyFox interface, and also allows you to view the tickets as cases in MS Dynamics interface. You would need an existing Dynamics 365 subscription to enable this integration. Microsoft Dynamics is one of the leadin…
Configure Insightly Integration with HappyFox
Insightly CRM provides a way to manage projects and track contacts, communications, sales, projects, tasks and documents in a single platform. Integrating Insightly with HappyFox allows your agents to: * View Insightly contact information in HappyFox ticket-detail and new-ticket form. * Push HappyFox ticket infor…
Configure Batchbook Integration with HappyFox
Batchbook is a CRM tool, best suited for Small and medium businesses, that can streamline communications with customers and client. With HappyFox-Batchbook integration, agents can gather client information from Batchbook for the corresponding ticket contacts inside HappyFox. Available to Mighty and above pricing pla…
Configure HubSpot CRM Integration with HappyFox
HubSpot CRM is one of the leading Free Customer Relationship Management (CRM) software available. As a central place to organize all the details of your customers, HubSpot CRM makes it easy for your entire team to track the status of every customer relationship. Applicable Plans: ❌ Mighty ✔️ Fantastic ✔️ Enterpris…
Enable Integration with Microsoft Dynamics CRM - On Premise
HappyFox integration with MS Dynamics lets you access your customer information from your HappyFox interface, and also allows you to view the tickets as cases in MS Dynamics interface. In order to enable this integration, you would need an existing MS Dynamics On-Premise subscription with an Internet Facing Deploy…
