Showing articles from CRM tag

Create Salesforce CRM Leads from HappyFox

Push any potential customer in your help desk system as a Salesforce Lead! HappyFox allows you to create Salesforce CRM leads from within your ticket details page via the "New Lead Creation" form. Applicable Plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus **Heads up ❇️**: Looking for Salesforce In…

Configure HubSpot CRM Integration with HappyFox

[HubSpot CRM][1] is one of the leading Free Customer Relationship Management (CRM) software available. As a central place to organize all the details of your customers, HubSpot CRM makes it easy for your entire team to track the status of every customer relationship. Applicable Plans: ✔️ Mighty ✔️ Fantastic ✔️ En…

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 corres…

Enable integration with Highrise

Highrise is a simple CRM that helps you track leads and manage follow ups on the go. Highrise integration for HappyFox helps your agents: * View Highrise contact information from HappyFox ticket-detail and new-ticket form. * Push HappyFox ticket information as either Cases or Notes(Contact) in Highrise. > Avai…

Enable Integration with Microsoft Dynamics CRM - On Premise

HappyFox integration with MS Dynamics lets you access your customer information from your HappyFox interface, and also allows you to view the tickets as cases in MS Dynamics interface. In order to enable this integration, you would need an existing MS Dynamics On-Premise subscription **with an** **Internet Facing Depl…

Configure Microsoft Dynamics 365 Integration with HappyFox

HappyFox integration with Microsoft Dynamics 365 lets you access your customer information from your HappyFox interface, and also allows you to view the tickets as cases in MS Dynamics interface. You would need an existing Dynamics 365 subscription to enable this integration. > Microsoft Dynamics is one of the leadin…

Configure Insightly Integration with HappyFox

Insightly CRM provides a way to manage projects and track contacts, communications, sales, projects, tasks and documents in a single platform. Integrating Insightly with HappyFox allows your agents to: * View Insightly contact information in HappyFox ticket-detail and new-ticket form. * Push HappyFox ticket info…

Configure Batchbook Integration with HappyFox

Batchbook is a CRM tool, best suited for Small and medium businesses, that can streamline communications with customers and client. With HappyFox-Batchbook integration, agents can gather client information from Batchbook for the corresponding ticket contacts inside HappyFox. > Available to Mighty and above pricing pl…

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. App…

Configure Infusionsoft Integration with HappyFox

Infusionsoft is a complete sales and marketing automation software for small businesses combining CRM, email marketing, lead capture and e-commerce. Infusionsoft integration with HappyFox: * Shows Infusionsoft contact information in Ticket details and new ticket form. * Allows adding Infusionsoft tags to contac…

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