You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.

Showing articles from CRM tag

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 …

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…

scroll to top icon