HappyFox + Salesforce Integration

Connect HappyFox to Salesforce in 1 click

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1.
  • HappyFox
    Task is completed in HappyFox Instant
  • HappyFox
    Ticket is updated in HappyFox Instant
  • HappyFox
    Ticket is created in HappyFox Instant
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows   for HappyFox + Salesforce Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
HappyFox + Salesforce Integration

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

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

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

Create HappyFox ticket for new Salesforce opportunity

Salesforce is a great tool for managing customer relationships. However, when an opportunity is created in Salesforce, it can be difficult to track the progress of that opportunity 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 opportunity is created in Salesforce. 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 opportunity.
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Automations

Top 10 Most Popular HappyFox Automations from
Integrately Community

Just click on the workflow you want to automate

HappyFox logo
Google Sheets logo
Create Google Sheets row for new HappyFox ticket
HappyFox logo
HubSpot logo
Create HubSpot deal for new HappyFox ticket
HappyFox logo
HubSpot logo
Create HubSpot task for new HappyFox ticket
HappyFox logo
HubSpot logo
Create HubSpot contact from new HappyFox ticket
Activate
HubSpot logo
HappyFox logo
Create HappyFox ticket for new HubSpot contact
HappyFox logo
Google Sheets logo
Create Google Sheets row for new HappyFox ticket
HappyFox logo
HubSpot logo
Create HubSpot deal for new HappyFox ticket
HappyFox logo
HubSpot logo
Create HubSpot task for new HappyFox ticket
HappyFox logo
HubSpot logo
Create HubSpot contact from new HappyFox ticket
Activate
HubSpot logo
HappyFox logo
Create HappyFox ticket for new HubSpot contact
Pipeliner Cloud logo
HappyFox logo
Create HappyFox ticket for new Pipeliner Cloud contact
HappyFox logo
Pipeliner Cloud logo
Create Pipeliner Cloud task for new HappyFox ticket
HappyFox logo
Pipeliner Cloud logo
Create Pipeliner Cloud contact from new HappyFox ticket
Form-Data logo
HappyFox logo
Create HappyFox ticket for new Form-Data form submission
Force Manager logo
HappyFox logo
Create HappyFox ticket for new Force Manager contact
Pipeliner Cloud logo
HappyFox logo
Create HappyFox ticket for new Pipeliner Cloud contact
HappyFox logo
Pipeliner Cloud logo
Create Pipeliner Cloud task for new HappyFox ticket
HappyFox logo
Pipeliner Cloud logo
Create Pipeliner Cloud contact from new HappyFox ticket
Form-Data logo
HappyFox logo
Create HappyFox ticket for new Form-Data form submission
Force Manager logo
HappyFox logo
Create HappyFox ticket for new Force Manager contact

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
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Want to automate something else in your workflow?

You Can Also Connect HappyFox or Salesforce With 1400+ Other Apps

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.
Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.