Outbound Calls through RingCentral
INTRODUCTION HappyFox allows your staff to make outbound calls through RingCentral from within the HappyFox app. This article takes you through the the entire lifecycle of an outbound call, starting from call initiation up to ticket creation. Call recordings from RingCentral can be added as a new ticket or appended…
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…
Inbound Calls through RingCentral
INTRODUCTION HappyFox allows your staff to handle inbound calls through Ringcentral from within the HappyFox app. This article takes you through the entire lifecycle of an incoming call, starting from call arrival upto ticket creation. Call recordings from RingCentral can be added as a new ticket or appended to an …
Configure Baremetrics Integration with HappyFox
Baremetrics is a subscription analytics platform that lets you monitor information about your customer’s MRR, subscription information and more. Integrating Baremetrics with HappyFox enables your agents to view details about the * status of customer subscription * net recurring revenue from the customer * month…
Configure Wrike Integration with HappyFox
Wrike is a versatile online project management and collaboration platform that enables teams to collaborate work with speed and efficiency. With HappyFox - Wrike integration, create new Wrike tasks or link customer tickets with any Wrike task directly from the HappyFox help desk interface and keep the project and sup…
Enable Onelogin SSO for your HappyFox account.
HappyFox Integration with Onelogin eliminates user-managed passwords and enables the integration with OneLogin to securely sign agents and contacts into HappyFox from OneLogin's portal. To enable the integration, you will need a Onelogin account. ONELOGIN CONFIGURATION 1. Sign on to your OneLogin account wit…
Configure FreshBooks Classic Integration with HappyFox
With Freshbooks classic Integration, HappyFox agents will be able to: * View Customer details from Freshbooks for corresponding HappyFox Contacts. * Directly add time-spent against a Freshbooks task from a HappyFox ticket. The time spent will be billed against the project that the task is part of. Note : This arti…
HappyFox plugin for Salesforce
This article outlines the steps required to set up the HappyFox plugin inside a Salesforce account. Requirements: * A valid HappyFox (trial or paid) account * A valid Salesforce account This is the link to download the latest version of the plugin - Configuration notes: Remote settings: Before Salesfor…
RingCentral App Setup
INTRODUCTION With RingCentral for HappyFox, you can have your staff receive calls and also make outgoing calls through RingCentral from within HappyFox. Call recordings from RingCentral can be added as a new ticket or appended to an existing ticket. Call recordings and additional meta-information about the call are…
Enable integration with WordPress
HappyFox Chat's WordPress plugin lets you install live chat widget on your WordPress site within seconds (self-hosted WordPress or WordPress VIP). Only Admin has the access to install HappyFox Chat on WordPress. This integration is available on all plans. Prerequisite for WordPress-HappyFox Chat integration Get…
