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:
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:
Pushing HappyFox Ticket information into SugarCRM:
To push HappyFox ticket information as "Cases" inside SugarCRM you would need to enable this feature:
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.
To know how SugarCRM Integration works with HappyFox Classic, please refer to the document attached.