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 plans
How to Integrate Batchbook with HappyFox:
- Log in to HappyFox.
- Go to Apps >> CRM >> Batchbook.
- Click Install. In the subsequent screen, you will be asked to provide a "CRM account URL" and "Authentication token". CRM account URL is your Batchbook URL.
- Get Authentication token from Batchbook:
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Visit <yourcrm>.batchbook.com
- Go to Settings and find "API key". The API key is your authentication token.
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- Click "Save". This also enables the integration.
Batchbook information Displayed for the corresponding contact on Ticket Details page:
Note: Clicking Edit, would redirect you to the corresponding contact page inside Batchbook, where you can edit information.
Batchbook information Displayed for the corresponding contact on New Ticket Creation Form:
Pushing HappyFox information into Batchbook:
To push HappyFox ticket information into Batchbook as "Communications", you would need to enable this feature:
- Go to Apps >> CRM >> Batchbook.
- Click Manage, then Enable "Push Ticket Information to CRM".
- Click Save.
Once it is enabled, you would find the ticket information under "Communications" inside the corresponding contacts page inside Batchbook:
Disable Batchbook App from HappyFox:
Only one CRM app can be active in your HappyFox account. If you would like to try out other CRM apps, you have to disable Batchbook app first.
Steps:
- Go to Apps >> CRM >> Batchbook.
- Click "Manage".
- To temporarily disable the app, click "disable the app" link inside "Status"
To know how Batchbook Integration works with HappyFox Classic, please refer to the document attached.