HappyFox integration with Pipedrive lets you access relevant information about the customer from HappyFox interface, and also allows you to push tickets as a activity against the contact or the organization in Pipedrive.
Available to Mighty and above pricing plans.
Pipedrive information is shown for the corresponding HappyFox Contact:
- Inside Ticket details page.
- During Ticket Creation.
Steps to Integrate Pipedrive with HappyFox:
- Log in to HappyFox.
- Go to Apps >> CRM >> Pipedrive.
- Click Install. In the subsequent screen, you will be asked to provide "Company Name" and "API key".
- Getting API key from Pipedrive.
- Log in to Pipedrive with your credentials.
- Go to Profile >> Settings >>API to get your API key.
- Clicking "Save" enables the integration.
Pipedrive information Displayed for the corresponding contact at ticket details page:
Pipedrive information Displayed for the corresponding contact during new ticket creation:
Pushing HappyFox information into Pipedrive:
To push HappyFox ticket information into Pipedrive as either "Contact" or "Organisational" Activity, you would need to enable this feature:
- Go to Apps >> CRM >> Pipedrive.
- Click Manage, then Enable "Push Ticket Information to CRM".
- You can choose between "Contact Activity" and "Organisational Activity", for the corresponding information to be stored as, inside Pipedrive.
- Click Save.
Sample Contact activity displayed from the corresponding ticket information inside HappyFox:
Disable Pipedrive 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 Pipedrive app first.
Steps:
- Go to Apps >> CRM >> Pipedrive.
- Click "Manage".
- To temporarily disable the app, click "disable the app" link inside "Status"
To know how Pipedrive Integration works with HappyFox Classic, please refer to the document attached.