Integrate Keap (fka Infusionsoft) with HappyFox
What This Means For Your Teams
Sales Teams
maintaining access to support data
Customer Support Agents
viewing CRM information
Account Managers
classifying potential leads
Sales Managers
tracking customer interactions
View Keap information Inside HappyFox
View CRM data from Keap CRM for matching HappyFox contact, in the ticket creation and details pages.
Add tags to Keap contacts from HappyFox
Add tags to classify any potential lead inside Keap from the HappyFox ticket details page.
Push Ticket information from HappyFox to Keap
Push ticket information as CRM contact activity inside Keap and keep the sales team equipped with support data.
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