Enable Onelogin SSO for your HappyFox account.
HappyFox Integration with Onelogin eliminates user-managed passwords and enables the integration with OneLogin to securely sign agents and contacts into HappyFox from OneLogin's portal. To enable the integration, you will need a Onelogin account. ONELOGIN CONFIGURATION 1. Sign on to your OneLogin account wit…
Inbound Calls through RingCentral
INTRODUCTION HappyFox allows your staff to handle inbound calls through Ringcentral from within the HappyFox app. This article takes you through the entire lifecycle of an incoming call, starting from call arrival upto ticket creation. Call recordings from RingCentral can be added as a new ticket or appended to an …
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…
Configure Facebook Integration with HappyFox
Facebook Pages have increasingly become a popular choice for customers to communicate with your brand. By integrating HappyFox to your organization's Facebook page, you can receive and respond to customer's Facebook messages and posts inside HappyFox. Available on All Pricing Plans. Plan based limit on the number o…
Configure SugarCRM Integration with HappyFox
SugarCRM integration with HappyFox allows your agents to retrieve contextual SugarCRM contact information within HappyFox. This information can be viewed on the ticket-details page and in new ticket form. The integration also provides an option to push ticket-information to SugarCRM cases automatically. Applicable Pl…
Configure Zoho CRM Integration with HappyFox
Zoho CRM software is an online Customer Relationship Management (CRM) system for managing your sales, marketing & support in a single system. Available on Mighty and above pricing plans With HappyFox-Zoho CRM integration, your support agents can: * View Zoho customer information from HappyFox ticket detail and ne…
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…
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…
RingCentral App Setup
INTRODUCTION With RingCentral for HappyFox, you can have your staff receive calls and also make outgoing calls through RingCentral from within HappyFox. Call recordings from RingCentral can be added as a new ticket or appended to an existing ticket. Call recordings and additional meta-information about the call are…
