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Home > Account Configuration > Integrations > CRM > Configure SugarCRM Integration with HappyFox
Configure SugarCRM Integration with HappyFox

SugarCRM integration with HappyFox allows your agents to retrieve contextual SugarCRM contact information within HappyFox. This information can be viewed on the ticket-details page and in new ticket form. The integration also provides an option to push ticket-information to SugarCRM cases automatically.

Applicable Plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus

Steps to Configure SugarCRM Integration with HappyFox: 

  • Log in to HappyFox.
  • Go to Apps >> CRM >> SugarCRM.
  • Click Install. In the subsequent screen, provide your:
    • Sugar CRM Account URL.
    • Sugar CRM Username.
    • Sugar CRM Password.
  • Clicking Save enables integration.

 

SugarCRM information Displayed for the corresponding contact in New Ticket Creation Form:

 

SugarCRM information Displayed for the corresponding contact at ticket details page:

 

Creating SugarCRM contacts inside HappyFox:

  • Click "Create Contact" link towards the top right of the SugarCRM integration section.
  • Enter relevant contact information and click "Save". 
  • A new contact is created in SugarCRM from HappyFox.

Pushing HappyFox Ticket information into SugarCRM:

To push HappyFox ticket information as "Cases" inside SugarCRM you would need to enable this feature:

  • Go to Apps >> CRM >> SugarCRM.
  • Click Manage, then Enable "Push Ticket Information to CRM".
  • Click Save.

Once enabled, you can find the ticket information inside the cases section of the account, to which the corresponding contact is a part of.

 

Disable SugarCRM 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 the SugarCRM app first.

Steps:

  • Go to Apps >> CRM >> SugarCRM.
  • Click "Manage".
  • To temporarily disable the app, click "disable the app" link inside "Status" 

To know how SugarCRM Integration works with HappyFox Classic, please refer to the document attached.

 

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Attachments

HappyFox Classic _ Enable Integration with SugarCRM Community Edition.pdf
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