HappyFox - Contactually Integration
Redefine customer relationships

Contextual customer information from CRM on your help desk.

Prevent any chances of key organizational contacts slipping through the cracks. Have tickets on HappyFox for every new contact or contact history created. Allow your support teams to assist your sales teams with two way flow of information.

Contactually - HappyFox
  • New contact on Contactually will create a new ticket on HappyFox.
  • New contact history on Contactually will create a new contact on HappyFox.
HappyFox - Contactually
  • New ticket on HappyFox will create contact history on Contactually.
  • New ticket on HappyFox will create task on Contactually.
  • New ticket on HappyFox will create a contact on Contactually.

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