Kylas CRM + HappyFox Integration

Connect Kylas CRM to HappyFox in 1 click

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1.
  • Kylas CRM
    Lead is created in Kylas CRM Instant
  • Kylas CRM
    Lead is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is created in Kylas CRM Instant
  • Kylas CRM
    Deal is updated in Kylas CRM Instant
  • Kylas CRM
    Deal is created in Kylas CRM Instant
  • HappyFox
    Ticket is created in HappyFox Instant
  • HappyFox
    Ticket is updated in HappyFox Instant
  • HappyFox
    Task is completed in HappyFox Instant
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2.

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Ready Workflows Ready Workflows   for Kylas CRM + HappyFox Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
HappyFox + Kylas CRM Integration

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

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

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

Create HappyFox ticket for new Kylas CRM deal

Kylas CRM is a great tool for managing customer relationships. However, when an deal is created in Kylas 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 Kylas 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 Kylas CRM Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
Kylas CRM logo
Create Kylas CRM contact for new WordPress user
Activate
Kylas CRM logo
WordPress logo
Create WordPress user for new Kylas CRM contact
Activate
Google Sheets logo
Kylas CRM logo
Create Kylas CRM contact for new Google Sheets row
Activate
Shopify logo
Kylas CRM logo
Create Kylas CRM contact from new Shopify customer
Activate
Kylas CRM logo
WordPress logo
Create WordPress post for new Kylas CRM contact
Activate
WordPress logo
Kylas CRM logo
Create Kylas CRM contact for new WordPress user
Activate
Kylas CRM logo
WordPress logo
Create WordPress user for new Kylas CRM contact
Activate
Google Sheets logo
Kylas CRM logo
Create Kylas CRM contact for new Google Sheets row
Activate
Shopify logo
Kylas CRM logo
Create Kylas CRM contact from new Shopify customer
Activate
Kylas CRM logo
WordPress logo
Create WordPress post for new Kylas CRM contact
Activate
Kylas CRM logo
Online Live Support logo
Send Online Live Support message for new Kylas CRM contact
Kylas CRM logo
Telnyx logo
Send Telnyx message for new Kylas CRM contact
Kylas CRM logo
SMS Idea logo
Send SMS Idea message for new Kylas CRM contact
Kylas CRM logo
sms77 logo
Send sms77 message for new Kylas CRM contact
Kylas CRM logo
Postmark logo
Send Postmark message for new Kylas CRM contact
Kylas CRM logo
Online Live Support logo
Send Online Live Support message for new Kylas CRM contact
Kylas CRM logo
Telnyx logo
Send Telnyx message for new Kylas CRM contact
Kylas CRM logo
SMS Idea logo
Send SMS Idea message for new Kylas CRM contact
Kylas CRM logo
sms77 logo
Send sms77 message for new Kylas CRM contact
Kylas CRM logo
Postmark logo
Send Postmark message for new Kylas 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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How Integrately Works?

1
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2
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3
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Kylas CRM
Kylas CRM
Kylas CRM is a feature-rich, easy to use and intuitive Sales CRM software. It helps you get more out of your sales efforts by increasing the number of effective leads, following up on each lead and converting them into customers.
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.