How to integrate with Microsoft Dynamics CRM
Microsoft Dynamics CRM integration is available in Scale and Scale plus plans . Only admin of the HappyFox Chat account can set up this integration. * HappyFox Chat supports 2015 and 2016 online versions of Microsoft Dynamics accounts. * Ensure that user account used for integration have sufficient privileges…
Enable integration with Highrise
Highrise is a simple CRM that helps you track leads and manage follow ups on the go. Highrise integration for HappyFox helps your agents: * View Highrise contact information from HappyFox ticket-detail and new-ticket form. * Push HappyFox ticket information as either Cases or Notes(Contact) in Highrise. Available…
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 Keap (fka Infusionsoft) Integration with HappyFox
Keap is a complete sales and marketing automation software for small businesses combining CRM, email marketing, lead capture and e-commerce. Keap integration with HappyFox: * Shows Keap contact information in Ticket details and new ticket form. * Allows adding Keap tags to contacts from HappyFox. * Shows ticket …
