Insightly CRM provides a way to manage projects and track contacts, communications, sales, projects, tasks and documents in a single platform.
Integrating Insightly with HappyFox allows your agents to:
Available to Mighty and above pricing plans
How to Integrate Insightly with HappyFox:
Log in to your Insightly account.
Insightly information Displayed for the corresponding contact during ticket creation:
Insightly information Displayed for the corresponding contact at ticket details page:
Pushing HappyFox information into Insightly:
To push HappyFox ticket information into Insightly as either "Contact Notes" or "Organisational Notes", you would need to enable this feature:
Once it is enabled, you would find the ticket information inside the corresponding contacts/ organization page's notes section inside Insightly:
Disable Insightly 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 Insightly app first.
To know how Insightly Integration works with HappyFox Classic, please refer to the document attached.