HappyFox + OnePageCRM Integration

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HappyFox + OnePageCRM Integration

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

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

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

Create HappyFox ticket for new OnePageCRM deal

OnePageCRM is a great tool for managing customer relationships. However, when an deal is created in OnePageCRM, 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 OnePageCRM. 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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HappyFox + OnePageCRM Integration
1.
  • HappyFox
    Ticket is created in HappyFox Instant
  • HappyFox
    Ticket is updated in HappyFox Instant
  • HappyFox
    Task is completed in HappyFox Instant
  • OnePageCRM
    Contact is updated in OnePageCRM
  • OnePageCRM
    Deal is updated in OnePageCRM
  • OnePageCRM
    Contact is created in OnePageCRM
  • OnePageCRM
    Pending deal is created in OnePageCRM
  • OnePageCRM
    Deal is won in OnePageCRM
  • OnePageCRM
    Action is created in OnePageCRM
2.
  • HappyFox
    Create ticket in HappyFox
  • OnePageCRM
    Create contact in OnePageCRM
  • OnePageCRM
    Add note to a contact in OnePageCRM
  • OnePageCRM
    Create note attachment in OnePageCRM
  • OnePageCRM
    Search contact by name in OnePageCRM
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