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