CompanyHub + HappyFox Integration

Connect CompanyHub to HappyFox in 1 click

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Popular CompanyHub + HappyFox Workflows

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HappyFox + CompanyHub Integration

Create CompanyHub contact from new HappyFox ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in CompanyHub. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - CompanyHub integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in CompanyHub.

This makes it easy to keep track of your support tickets and contacts in one place.
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CompanyHub + HappyFox Integration

Create HappyFox ticket for new CompanyHub deal

CompanyHub is a great tool for managing customer relationships. However, when an deal is created in CompanyHub, 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 CompanyHub. 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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CompanyHub + HappyFox Integration
1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • HappyFox
    Task is completed in HappyFox Instant
  • HappyFox
    Ticket is updated in HappyFox Instant
  • HappyFox
    Ticket is created in HappyFox Instant
2.
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Delete record in CompanyHub
  • HappyFox
    Create ticket in HappyFox
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