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:
Steps to Integrate Pipedrive with HappyFox:
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:
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.
To know how Pipedrive Integration works with HappyFox Classic, please refer to the document attached.