Dotloop + HappyFox Integration

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HappyFox + Dotloop Integration

Create Dotloop 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 Dotloop. Luckily, it's a process that's pretty simple to set up.

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

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

Create HappyFox ticket for new Dotloop loop

Dotloop is a great tool for managing customer relationships. However, when an loop is created in Dotloop, it can be difficult to track the progress of that loop 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 loop is created in Dotloop. 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 loop.
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Dotloop + HappyFox Integration
1.
  • Dotloop
    Loop is created in Dotloop
  • HappyFox
    Ticket is created in HappyFox Instant
  • HappyFox
    Ticket is updated in HappyFox Instant
  • HappyFox
    Task is completed in HappyFox Instant
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • HappyFox
    Create ticket in HappyFox
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