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 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 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 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 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 Baremetrics Integration with HappyFox
Baremetrics is a subscription analytics platform that lets you monitor information about your customer’s MRR, subscription information and more. Integrating Baremetrics with HappyFox enables your agents to view details about the * status of customer subscription * net recurring revenue from the customer * month…
Outbound Calls through RingCentral
INTRODUCTION HappyFox allows your staff to make outbound calls through RingCentral from within the HappyFox app. This article takes you through the the entire lifecycle of an outbound call, starting from call initiation up to ticket creation. Call recordings from RingCentral can be added as a new ticket or appended…
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…
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…
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…
