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Home > HappyFox Help Desk > Account Configuration > Integrations > CRM > Configure Zoho CRM Integration with HappyFox
Configure Zoho CRM Integration with HappyFox print icon

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
Important note: If you have configured Zoho CRM integration prior to 23-Jan-2020, you would have to re-configure the integration. This is due to the sunset of Zoho CRM's v1.0 APIs. Learn more.

 

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 developer console.
    • Click "Add Client ID".
      • Specify Client Name as your Helpdesk Application Name - Example: Acmedo.
      • Specify your client domain as your HappyFox URL - Example: Acmedo.happyfox.com
      • Specify Authorized redirect URI as https://<companyname>.happyfox.com/staff/manage/integrations/crm/oauth2/callback/

        • replace <companyname> with your HappyFox subdomain.

      • Set Client type as "Web-based".

      • Click "Create'.

      • In the subsequent screen, you will be provided with "Client ID" and "Client Secret". Please copy both the codes and hit "Close".

    • There will be a new entry for HappyFox created in your developer console. Click more actions >> self-client.

      • Set scope as ZohoCRM.modules.all

      • Verify that the expiry time is 3 minutes. 

      • Click "View Code".

      • In a pop-up, the "Self-Client Token" will be listed. Copy the code and hit "close".

  • 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.

 

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Attachments

HappyFox Classic _Enable integration with Zoho CRM.pdf
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