Configure Harvest Integration with HappyFox
Harvest is a web-based time tracking software designed for businesses and individuals who need to track their time and manage projects. Harvest offers a range of features, including the ability to track time through multiple devices and platforms like HappyFox help desk. The integration between Harvest and the Agent…
Configure Clearbit Integration with HappyFox
Clearbit is a SaaS tool that allows you to lookup essential customer information for targeted sales and marketing. Details about the customer’s organization, location, link to customer’s social media profiles etc., can be fetched. Clearbit integration with HappyFox allows your agents to access customer details from C…
Configure Chargify Integration with HappyFox
Chargify is a subscription billing software service that offers recurring billing and subscription management. With Chargify integration, your HappyFox agents can view details about your customer’s subscriptions right within HappyFox. These details are displayed on tickets created by the customer and while creating n…
Configure Wrike Integration with HappyFox
Wrike is a versatile online project management and collaboration platform that enables teams to collaborate work with speed and efficiency. With HappyFox - Wrike integration, create new Wrike tasks or link customer tickets with any Wrike task directly from the HappyFox help desk interface and keep the project and sup…
Outbound Calls through RingCentral
INTRODUCTION HappyFox allows your staff to make outbound calls through RingCentral from within the HappyFox app. This article takes you through the the entire lifecycle of an outbound call, starting from call initiation up to ticket creation. Call recordings from RingCentral can be added as a new ticket or appended…
Configure FullContact Integration with HappyFox
FullContact is a contact management platform that provides access to consolidated customer profiles for targeted communication. Additional information about your HappyFox contacts from FullContact; including their location, organization, title, social media profiles and more are automatically shown to your agents hel…
Configure Baremetrics Integration with HappyFox
Baremetrics is a subscription analytics platform that lets you monitor information about your customer’s MRR, subscription information and more. Integrating Baremetrics with HappyFox enables your agents to view details about the * status of customer subscription * net recurring revenue from the customer * month…
Inbound Calls through RingCentral
INTRODUCTION HappyFox allows your staff to handle inbound calls through Ringcentral from within the HappyFox app. This article takes you through the entire lifecycle of an incoming call, starting from call arrival upto ticket creation. Call recordings from RingCentral can be added as a new ticket or appended to an …
Enable Onelogin SSO for your HappyFox account.
HappyFox Integration with Onelogin eliminates user-managed passwords and enables the integration with OneLogin to securely sign agents and contacts into HappyFox from OneLogin's portal. To enable the integration, you will need a Onelogin account. ONELOGIN CONFIGURATION 1. Sign on to your OneLogin account wit…
Enable integration with Pipedrive
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 correspon…
