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 new ticket form.
• Create cases automatically in Zoho while creating HappyFox tickets

How to Integrate Zoho CRM with HappyFox:

• Log in to HappyFox.
• Go to Apps >> CRM >> Zoho CRM.
• Click Install. In the subsequent screen, you will be asked to provide  "Client ID", "Client Secret" and "Self-Client Token"
• Log in to your Zoho CRM account.
  • Visit Zoho CRM API console.
  • Click "Add Client".
    • Specify Client Type as "Self Client".
    • Copy the Self Client's Client ID and Client Secret. You will have to paste this code inside HappyFox later.
    • Navigate to the "Generate code" Tab.
    • Enter the Scope as "ZohoCRM.modules.all" (for ZohoOne users please use the scopes: ZohoCRM.modules.all,ZohoCRM.org.READ)
      • Set Time Duration as 3 minutes.
      • Under Scope Description, specify "HappyFox Integration".
    • Click "Create".

• In the subsequent screen, select the correct production portal in Zoho CRM and click "Create" to continue.

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• You will now be provided with a code. Please copy this code to your clipboard. This is your "Self-Client Token" You will have to paste this code inside HappyFox in the next step.

• Switch back to Zoho CRM integrations page inside HappyFox.

• Paste the  "Client ID", "Client Secret" and "Self-Client Token" obtained from Zoho CRM.

• Click "Save". This Enables the HappyFox - Zoho CRM integration.

Zoho CRM information Displayed for the corresponding contact during ticket creation:

Zoho CRM information Displayed for the corresponding contact at ticket details page:

 Note: Clicking on "Edit" would redirect you to the corresponding contact's landing page inside Zoho CRM.
 

Pushing HappyFox Ticket information into Zoho CRM:

To push HappyFox ticket information into Zoho CRM as "contact-cases"

• Go to Apps >> CRM >> Zoho CRM.
• Click Manage, then Enable "Push Ticket Information to CRM".
• Click Save.

Once it is enabled, you would find the ticket information inside the corresponding contacts page's cases section inside Zoho CRM when new tickets are created in HappyFox:

Disable Zoho CRM 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 Zoho CRM app first.

Steps:

• Go to Apps >> CRM >> Zoho CRM.
• Click "Manage".
• To temporarily disable the app, click "disable the app" link inside "Status".

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