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 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 "Authentication token".
Getting Authentication token from Zoho CRM:
- Copy/Paste the following link (After replacing Parameters) in the browser and your authentication token will be downloaded in a file on hitting the URL: https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[Username/EmailID]&PASSWORD=[Password]&DISPLAY_NAME=[ApplicationName]
Paste the Authentication token received from Zoho CRM.
Click "Save". This also enables the 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: