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Home > Reporting and Analytics > HappyFox Reports > Configure Zoho CRM Integration with HappyFox
Configure Zoho CRM Integration with HappyFox
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Zoho CRM software is an online Customer Relationship Management (CRM) system for managing your sales, marketing & support in a single system.

 

With Zoho CRM integration, your support agents can:
  • View Zoho customer information from HappyFox ticket-detail and new-ticket form.
  • Create cases automatically in Zoho while creating HappyFox tickets.

How to Integrate Zoho CRM with HappyFox:

  • Log in to HappyFox.
  • Go to Apps >> CRM >> Zoho CRM.
  • Click Install. In the subsequent screen, you will be asked to provide  "Authentication token". 
  • Get Authentication token from Zoho CRM.
  • Click "Save". This also enables the integration.

 

Zoho CRM information Displayed for the corresponding contact during ticket creation:

 

Zoho CRM information Displayed for the corresponding contact at ticket details page:

 

 

 Note: Clicking on "Edit" would redirect you to the corresponding contact's landing page inside Zoho CRM.

Pushing HappyFox Ticket information into Zoho CRM:

To push HappyFox ticket information into Zoho CRM as "contact-cases"

  • Go to Apps >> CRM >> Zoho CRM.
  • Click Manage, then Enable "Push Ticket Information to CRM".
  • Click Save.

 

Once it is enabled, you would find the ticket information inside the corresponding contacts page's cases section inside Zoho CRM:

 

 

 

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