Integrate Smartsheet with HappyFox Help Desk
What This Means For Your Teams
Support Managers
Converting critical tickets into trackable tasks.
Project Coordinators
Monitoring customer-driven initiatives alongside internal projects
Development Teams
Tracking bug reports within existing workflows.
Customer Success Managers
Overseeing implementation projects requiring cross-team coordination.
Task Creation and Linking
- Create new Smartsheet tasks directly from tickets
- Link existing Smartsheet tasks to support tickets
- Pre-fill task details with ticket information automatically
- Navigate directly between linked tickets and tasks
Bidirectional Synchronization
- Sync HappyFox ticket updates to Smartsheet comments
- Sync Smartsheet comments to HappyFox ticket notes
- Configure synchronization settings at application level
- Override sync settings for individual tickets
Account and Workspace Management
- Select specific workspaces and folders for tasks
- Choose target sheets for new task placement
- Connect and disconnect Smartsheet accounts easily
- Configure default synchronization preferences
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