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Showing articles from integration tag

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…

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…

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 Integration with BigCommerce

HappyFox-BigCommerce integration allows agents to view BigCommerce customer information and recent orders from within a HappyFox ticket. Additionally, agents can lookup BigCommerce customer and order information and use it while creating a new HappyFox ticket. Available on all pricing plans This integration Configur…

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…

Enable Google Login SSO for your HappyFox account

With Google Login SSO integration, contacts can log in to HappyFox using their Google Login credentials. This SSO uses OAuth 2.0 for authentication. Available on all pricing plans. Enabling Google Login SSO Involves: * Getting Client ID and Client secret from Google Developers Console. * Enabling the Google Peop…

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…

Configure ChartMogul Integration with HappyFox

ChartMogul is a leading analytics platform that integrates with various payment providers and offers detailed analysis and reports on customer subscription trends, recurring revenue from customers and more. Integrating ChartMogul with HappyFox is very straightforward and requires the following * Fetching “Accoun…

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…

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