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Enable integration with Pipedrive print icon

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.

 

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Attachments

HappyFox Classic _ Enable integration with Pipedrive.pdf
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