Integrate Salesforce with HappyFox
What This Means For Your Teams
Customer Support Managers
needing immediate customer context
Sales Teams
requiring support ticket visibility
IT Administrators
connecting enterprise platforms
Service Operations Directors
requiring unified customer views
Push ticket information from HappyFox to Salesforce
- Create Salesforce cases automatically
- Sync ticket status updates
- Include ticket subject information
- Link cases to matching contacts
View Salesforce information inside HappyFox
- Displays contact details within tickets
- Shows account information for contacts
- View lead data and details in ticket forms
- Access opportunity records linked to accounts
- Navigate to Salesforce directly from help desk
Create a new Salesforce lead from HappyFox
- Generate leads from ticket contacts
- Create leads within ticket details
- Push potential customers to CRM
- Convert support contacts to leads
Support for standard & custom objects
Access accounts, contacts, leads, opportunities in tickets
Display custom Salesforce objects
Support objects with lookup associations
Show both standard and custom data
Customize fields of any objects
Select visible fields per object
Drag-and-drop field display order
Configure object field visibility
Control information shown in tickets
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Connect Your Tools With HappyFox
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