• Ability to view Infusionsoft contact information in HappyFox ticket-detail and new-ticket form.
• Viewing of HappyFox ticket-information (including interactions) as Infusionsoft contact’s email history.
• Agents to manage Infusionsoft contact tags from within HappyFox.

Available to Mighty and above pricing plans.

How to Integrate Zoho CRM with HappyFox:

• Log in to HappyFox.
• Go to Apps >> CRM >> Infusionsoft.
• Click Install. In the subsequent screen, you will be asked to provide  "Account name" and "API key".
• For "Account name", check out your URL after successful login into Infusionsoft. It should be of the format https://<accountname>.infusionsoft.com.
• Go to Settings >> API inside Infusionsoft to get your "Encryption key". The encryption key is your "API Key" for the integration.
• Click "save". This also enables the integration.

Infusionsoft 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 Infusionsoft.

Infusionsoft information Displayed for the corresponding contact during ticket creation:

Managing Infusionsoft Contact tags within Ticket details page:

Steps to add Contact tags:

• Go to the desired ticket details page.
• Under the Infusionsoft section, click "Add tags".
• Choose a Category for the tag and enter the tag name.
• Click "Add tags" to add the tag to the corresponding contact inside Infusionsoft.

Contact Tags inside infusionsoft:

Pushing HappyFox Ticket Updates into Infusionsoft Email History:

Steps to enable this feature:

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

Once it is enabled, you would find the ticket updates inside the corresponding contacts page's email section inside Infusionsoft: