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 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.