Set up Pipedrive app with BoldDesk

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.

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 an BoldDesk account, please register for one here, 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. For more details, refer to App Permissions & Visibility Guide.
    

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.
   

Edit the Pipedrive Configuration

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.

For detailed configuration steps, please refer to the following link:
App Permissions & Visibility Guide