View and manage Pipedrive people, organizations, and deals in BoldDesk.

BoldDesk is a Help Desk software tool designed to assist with customer support services. It functions as a central hub for managing support requests, emails, and team collaboration. The tool automates tasks, assigns tickets to agents, gathers feedback, provides reports, and helps improve overall customer service.

Integrate Pipedrive with BoldDesk to improve customer service operations. Empower your sales team to provide exceptional service, enhance collaboration, streamline response times, centralize interactions, and effectively manage Pipedrive's people, deals, and organizations directly within BoldDesk.

Features

• View the details of all the people and create new contacts in BoldDesk.
• View existing deals information and create new deals in BoldDesk.
• View details of existing organizations and create new organizations in BoldDesk.

To set up Pipedrive integration with BoldDesk follow the steps below:

1. Please click the Install Now button and enter your BoldDesk domain URL, such as "test.bolddesk.com". If you do not have an account, simply register to BoldDesk here. and enter the newly created BoldDesk domain URL.
2. After verifying your BoldDesk domain, you will be redirected to the Pipedrive login page.
3. Enter your Pipedrive credentials to log in.
4. Review the requested permissions on the Permissions page, then click Allow and Install to proceed.
5. Log in to your BoldDesk account using your credentials.
6. You will be redirected to the Pipedrive Configuration page in BoldDesk.
7. Select the Pipedrive fields you want to display in BoldDesk and click Next.
8. Configure the required permissions for the integration and click Save.
9. Follow this guide to configure the Pipedrive fields.
10. Follow this guide to manage the Pipedrive information in BoldDesk.