Agile CRM + HappyFox Integration

Connect Agile CRM to HappyFox in 1 click

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • HappyFox
    Task is completed in HappyFox Instant
  • HappyFox
    Ticket is updated in HappyFox Instant
  • HappyFox
    Ticket is created in HappyFox Instant
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2.

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Agile CRM + HappyFox Integration

Create HappyFox ticket for new Agile CRM deal

Agile CRM is a great tool for managing customer relationships. However, when an deal is created in Agile CRM, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in HappyFox whenever an deal is created in Agile CRM. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular HappyFox Automations from
Integrately Community

Most popularmost-popular-automations
01
HappyFox logo
Google Sheets logo
Create Google Sheets row for new HappyFox ticket
02
HappyFox logo
HubSpot logo
Create HubSpot deal for new HappyFox ticket
03
HappyFox logo
HubSpot logo
Create HubSpot task for new HappyFox ticket
04
HappyFox logo
HubSpot logo
Create HubSpot contact from new HappyFox ticket
05
HubSpot logo
HappyFox logo
Create HappyFox ticket for new HubSpot contact
cloud
HappyFox
app integration
06
Pipeliner Cloud logo
HappyFox logo
Create HappyFox ticket for new Pipeliner Cloud contact
07
HappyFox logo
Pipeliner Cloud logo
Create Pipeliner Cloud task for new HappyFox ticket
08
HappyFox logo
Pipeliner Cloud logo
Create Pipeliner Cloud contact from new HappyFox ticket
09
Form-Data logo
HappyFox logo
Create HappyFox ticket for new Form-Data form submission
10
Force Manager logo
HappyFox logo
Create HappyFox ticket for new Force Manager contact
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2
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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or HappyFox With 1400+ Other Apps

Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
HappyFox
HappyFox
HappyFox is a robust help desk and customer support software that streamlines ticket management, improves collaboration, and enhances customer satisfaction. Simplify your support process with HappyFox’s all-in-one platform.