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Showing articles from CRM tag

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…

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…

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