HappyFox + Salesmate Integration

Connect HappyFox to Salesmate 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
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
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2.

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Ready Workflows Ready Workflows   for HappyFox + Salesmate Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
HappyFox + Salesmate Integration

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

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

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

Create HappyFox ticket for new Salesmate deal

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

Most popularmost-popular-automations
01
Elementor Forms logo
Salesmate logo
Create Salesmate contact for new Elementor Forms form submission
02
Survey Monkey logo
Salesmate logo
Create Salesmate contact for new Survey Monkey survey response
03
WPForms logo
Salesmate logo
Create Salesmate contact for new WPForms form submission
04
tawk.to logo
Salesmate logo
Create Salesmate contact for new tawk.to chat
05
Salesmate logo
Credit Repair Cloud logo
Create Credit Repair Cloud client for new Salesmate contact
cloud
Salesmate
app integration
06
Salesmate logo
Telegram logo
Send Telegram message for new Salesmate contact
07
Webflow (Legacy) logo
Salesmate logo
Create Salesmate contact for new Webflow form submission
08
Simvoly logo
Salesmate logo
Create Salesmate contact for new Simvoly form submission
09
Ontraport logo
Salesmate logo
Create Salesmate contact for new Ontraport response
10
involve.me logo
Salesmate logo
Create Salesmate contact for new involve.me participant
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How Integrately Works?

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

You Can Also Connect HappyFox or Salesmate 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.
Salesmate
Salesmate
Our platform brings the entire sales process under one roof. From prospecting to opportunity management, pipeline automation to lead scoring and more— Salesmate automates your sales process to deliver predictable results.