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.