HappyFoxHelp Desk
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HappyFox Help Desk integration

Highrise CRM Customer profiles on your help desk

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How the Highrise Integration Works

  1. Retrieve the authentication token

    Use Settings, My Info, and Integrations in your existing Highrise account to obtain the API key.

  2. Install and authenticate Highrise

    Enter the CRM URL and API key in the HappyFox CRM app.

  3. Choose cases or notes

    Configure the optional ticket-information destination, save, and enable the integration.

Support ticket displayed alongside concise CRM customer context.

Support ticket information posts to the configured CRM destination as cases or contact notes.

CRM settings choose cases or contact notes as the destination for support ticket information.

Built for Teams Using Highrise

Customer Support Teams

Accessing customer histories during ticket resolution.

Sales Representatives

Tracking support interactions within CRM.

Account Managers

Monitoring customer engagement across platforms.

Team Leaders

Maintaining consistent customer communication standards.

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