Pipedrive is a customer relationship management (CRM) platform that offers various tools to help businesses simplify their sales processes, interact with customers, and close deals effectively. The Pipedrive integration tool helps support teams to manage customer details, sales opportunities, and organization information in BoldDesk.


Check out the video tutorial below.

Key Features

1. View Pipedrive people, deals, and organizations’ information in BoldDesk.
2. Add new people, deals, and organizations to Pipedrive.

How to Install Pipedrive in BoldDesk via Pipedrive Marketplace

Follow the provided steps to install the Pipedrive app:

1. Log into your Pipedrive account.
2. Navigate to the Marketplace page and search for BoldDesk.
   
   
   
   
   
3. Open the BoldDesk application, click on the Authorize button, and enter your BoldDesk domain URL, for example, ‘{bolddesk-domain}.bolddesk.com’.
   
   
   
   
   
4. If you do not have a BoldDesk account, please register for BoldDesk, and enter the newly created BoldDesk domain URL.
5. After verifying your BoldDesk domain, you will be redirected to the Pipedrive login page.
6. Enter your Pipedrive credentials to log in.
   
   
   
   
   
7. Review the requested permissions on the Permissions page, then click Allow and Install to proceed.
   
   
   
   
   
8. Log in to your BoldDesk account using your credentials.
9. You will be redirected to the Pipedrive Configuration page in BoldDesk.
10. Select the Pipedrive fields you want to display in BoldDesk and click Next.
    
    
    
    
    
11. In the Permission tab, select the appropriate roles for access and click Save to apply the changes. Learn more on Managing App Permissions and Visibility.
    
    
    
    
    

How to install Pipedrive via BoldDesk Marketplace

Follow the provided steps to install the Pipedrive app:

1. Navigate to the Admin menu > Marketplace.
2. Search and select the Pipedrive app.
   
   
   
   
   
3. Click the Install button to initiate the installation process.
   
   
   
   
   
4. Follow the authorization process to the Pipedrive website to enter your Pipedrive email ID and password. Then, click Log in to continue.
   
   
   
   
   

How to Configure Pipedrive in BoldDesk

You can customize the fields and control access in Pipedrive to streamline operations.

Configuring Field Visibilities

1. Choose up to 10 Pipedrive fields for each category: “Person Fields,” “Organization Fields,” and “Deal Fields.”
2. The selected fields will be displayed in BoldDesk’s ticket, contact, and contact group modules.
   
   
   
   
   

Configuring Pipedrive app permissions and visibility

App permissions allow you to manage access to integrated applications within your organization. You can control who can read, modify, and use applications based on roles and brands. Learn more on App Permissions & Visibility Guide.

Frequently Asked Questions (FAQs)

1) What does the Pipedrive integration in BoldDesk do?
It lets support teams view Pipedrive people, deals, and organizations in BoldDesk and add new people, deals, and organizations to Pipedrive—without leaving BoldDesk.

2) How do I install the Pipedrive app from the Pipedrive Marketplace?
Log into Pipedrive → open Marketplace → search BoldDesk → click Authorize → enter your BoldDesk domain (e.g., {yourdomain}.bolddesk.com) → if you don’t have an account, sign up for BoldDesk and use that domain → you’ll be redirected to Pipedrive login → enter credentials → on Permissions, click Allow and Install → log into BoldDesk → complete the Pipedrive Configuration in BoldDesk.

3) Can I install Pipedrive from the BoldDesk Marketplace instead?
Yes. In BoldDesk, go to Admin menu → Marketplace → select Pipedrive → Install. You’ll be taken to Pipedrive to log in and authorize the connection, then returned to BoldDesk to finish configuration.

4) How do I control who can use the Pipedrive app in BoldDesk?
Use the Permission tab in the Pipedrive configuration to assign roles/visibility. This controls who can read, modify, and use the integration across brands.