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Showing articles from integration tag

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 Batchbook Integration with HappyFox

Batchbook is a CRM tool, best suited for Small and medium businesses, that can streamline communications with customers and client. With HappyFox-Batchbook integration, agents can gather client information from Batchbook for the corresponding ticket contacts inside HappyFox. Available to Mighty and above pricing pla…

Enable Twitter SSO for your HappyFox account

With Twitter SSO integration, Contacts can log in to HappyFox using their Twitter Account credentials. Available on all pricing plans Enabling Twitter SSO Involves: * Getting Consumer key and Consumer Secret from Twitter Developers Portal. * Installing the Twitter SSO app inside HappyFox with the Consumer Key an…

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 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 Integration with Microsoft Dynamics CRM - On Premise

HappyFox integration with MS Dynamics lets you access your customer information from your HappyFox interface, and also allows you to view the tickets as cases in MS Dynamics interface. In order to enable this integration, you would need an existing MS Dynamics On-Premise subscription with an Internet Facing Deploy…

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…

Enable Google Apps SSO for your HappyFox account

With Google Apps Single Sign-On (SSO) integration, * Agents and Contacts can log in to HappyFox using their Google Apps credentials without the need for a dedicated HappyFox username and password. * For new agents, first login attempt will create new agent accounts that must subsequently be approved by a HappyFox …

Configure MixPanel Integration with HappyFox

Mixpanel is a business analytics SaaS tool that allows tracking your customer interactions with web and mobile applications and provides tools for targeted communication with them. By integrating MixPanel with HappyFox, your agents can view custom properties of user records in MixPanel right within HappyFox. Integra…

Configure Magento Integration with HappyFox

Magento   is an open source e-commerce platform which provides online sellers with a powerful shopping cart system, as well as control over the look, feel and functionality of their online store. HappyFox - Magento Integration enables agents to view Magento customer and order information for a HappyFox contact w…

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