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:
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:
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.
To know how Batchbook Integration works with HappyFox Classic, please refer to the document attached.