Integrate Salesforce with HappyFox
Who is this for?
Customer Support Managers
Support leaders needing immediate customer context
Sales Teams
Sales staff requiring support ticket visibility
IT Administrators
System specialists connecting enterprise platforms
Service Operations Directors
Leaders requiring unified customer views
Push Ticket information from HappyFox to Salesforce
Push ticket information as a Salesforce CRM case against the contact information.
View Salesforce Information Inside HappyFox
Display the information from Salesforce for matching HappyFox contact, in the ticket creation and details pages.
Create a new Salesforce Lead 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.
Support for Standard & Custom Objects
HappyFox supports Standard Salesforce objects such as Accounts, Opportunities, Contacts, Leads, etc. as well as any custom objects that you choose.
Customize Fields of any Objects
Customize the visibility of individual fields present inside each of the Salesforce objects.
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Connect Your Tools With HappyFox
A happy roof that can accommodate all your favorite business apps.
Use Cases
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