Configure Magento Integration with HappyFox
Magento is an open source e-commerce platform which provides online sellers with a powerful shopping cart system, as well as control over the look, feel and functionality of their online store. HappyFox - Magento Integration enables agents to view Magento customer and order information for a HappyFox contact w…
RingCentral App Setup
INTRODUCTION With RingCentral for HappyFox, you can have your staff receive calls and also make outgoing calls through RingCentral from within HappyFox. Call recordings from RingCentral can be added as a new ticket or appended to an existing ticket. Call recordings and additional meta-information about the call are…
HappyFox plugin for Salesforce
This article outlines the steps required to set up the HappyFox plugin inside a Salesforce account. Requirements: * A valid HappyFox (trial or paid) account * A valid Salesforce account This is the link to download the latest version of the plugin - Configuration notes: Remote settings: Before Salesfor…
Enable Google Login SSO for your HappyFox account
With Google Login SSO integration, contacts can log in to HappyFox using their Google Login credentials. This SSO uses OAuth 2.0 for authentication. Available on all pricing plans. Enabling Google Login SSO Involves: * Getting Client ID and Client secret from Google Developers Console. * Enabling the Google Peop…
Configure X (previously Twitter) Integration with HappyFox
With X (previously Twitter) fast becoming the de-facto channel for customer service online, HappyFox lets you integrate your organization's X handles with your help-desk account. Using X Integration, you can do the following, within HappyFox: * Convert X statuses into tickets, send replies. * Convert X mentions…
Configure FreshBooks Classic Integration with HappyFox
With Freshbooks classic Integration, HappyFox agents will be able to: * View Customer details from Freshbooks for corresponding HappyFox Contacts. * Directly add time-spent against a Freshbooks task from a HappyFox ticket. The time spent will be billed against the project that the task is part of. Note : This arti…
Configure Keap (fka Infusionsoft) Integration with HappyFox
Keap is a complete sales and marketing automation software for small businesses combining CRM, email marketing, lead capture and e-commerce. Keap integration with HappyFox: * Shows Keap contact information in Ticket details and new ticket form. * Allows adding Keap tags to contacts from HappyFox. * Shows ticket …
Configure SugarCRM Integration with HappyFox
SugarCRM integration with HappyFox allows your agents to retrieve contextual SugarCRM contact information within HappyFox. This information can be viewed on the ticket-details page and in new ticket form. The integration also provides an option to push ticket-information to SugarCRM cases automatically. Applicable …
Configure Zoho CRM Integration with HappyFox
Zoho CRM software is an online Customer Relationship Management (CRM) system for managing your sales, marketing & support in a single system. Available on Mighty and above pricing plans With HappyFox-Zoho CRM integration, your support agents can: * View Zoho customer information from HappyFox ticket detail and ne…
Enable Google Apps SSO for your HappyFox account
With Google Apps Single Sign-On (SSO) integration, * Agents and Contacts can log in to HappyFox using their Google Apps credentials without the need for a dedicated HappyFox username and password. * For new agents, first login attempt will create new agent accounts that must subsequently be approved by a HappyFox …
