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Showing articles from integration tag

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 Cl…

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 1. status of customer subscription 2. net recurring revenue from the customer 3. …

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 help…

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 ne…

Configure GitHub Integration with HappyFox

GitHub brings together the world's largest community of developers to discover, share, and build better software. It provides access control and several collaboration features such as bug tracking, feature requests, task management, and wikis for every project. GitHub integration with HappyFox allows your agents to …

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 upto ticket creation. Call recordings from RingCentral can be added as a new ticket or append…

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 wi…

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 …

Configure ChartMogul Integration with HappyFox

ChartMogul is a leading analytics platform that integrates with various payment providers and offers detailed analysis and reports on customer subscription trends, recurring revenue from customers and more. Integrating ChartMogul with HappyFox is very straightforward and requires the following 1. Fetching “Account…

Configure Stripe Integration with HappyFox

Stripe is an online payment processing platform for internet businesses that offers a suite of payment APIs. Integrate HappyFox with stripe and access contextual billing information within your help desk. **Overview of the integration 🚀:** * Bring in details such as Customer, Order, Payment, and Subscription infor…

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