Infusionsoft is a complete sales and marketing automation software for small businesses combining CRM, email marketing, lead capture and e-commerce.
Infusionsoft integration with HappyFox:
Shows Infusionsoft contact information in Ticket details and new ticket form.
Allows adding Infusionsoft tags to contacts from HappyFox.
Shows ticket conversations under contact email category in Infusionsoft.
Available to Mighty and above pricing plans.
Watch a Feature Walkthrough 📽:
How to Integrate Infusionsoft with HappyFox:
Infusionsoft information Displayed for the corresponding contact at ticket details page:
Note: Clicking on "Edit" would redirect you to the corresponding contact detail page inside Infusionsoft.
Infusionsoft information Displayed for the corresponding contacts on new Ticket Form:
Managing Infusionsoft Contact tags within Ticket details page:
Steps to add Contact tags:
Contact Tags inside infusionsoft:
Pro Tip: If Integration is enabled and a new ticket is created in your help desk, HappyFox creates contacts in Infusionsoft automatically in absence of the contact being present in Infusionsoft. 💫
Pushing HappyFox Ticket Updates into Infusionsoft Email History:
Steps to enable this feature:
Once it is enabled, you would find the ticket updates inside the corresponding contacts page's email section inside Infusionsoft:
Disable Infusionsoft 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 Infusionsoft app first.
To know how Infusionsoft Integration works with HappyFox Classic, please refer to the document attached.