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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…
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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…
