After you install the Pipedrive app, agents can view and manage Pipedrive data without leaving BoldDesk—right from the Ticket, Contact, and Contact Group modules. You’ll see mapped details for Persons, Organizations, and Deals in dedicated tabs, with quick actions to expand a record for full context or open it directly in Pipedrive for deeper work. Visibility is streamlined to match workflows: Persons are available in Ticket and Contact, while Organizations and Deals are available in Ticket, Contact, and Contact Group. If a needed record doesn’t exist, you can create it on the spot—Create Person from Ticket/Contact, Create Organization from Contact Group, and Create Deal from the Pipedrive app page—so support and sales stay perfectly in sync. This guide shows where to find each record, how to drill into details, and how to create new Pipedrive entries from within BoldDesk.

View Pipedrive information

• Pipedrive’s person can only be viewed in the Contact and Ticket modules.

• Pipedrive’s deals and organization can be viewed in the Contact, Contact Group, and Ticket modules.

• Click the Persons, Organizations, and Deals tabs to access the mapped Pipedrive details.

  

• Expand any person, organization, or deals section to view detailed information.

  

• Click the person, organization, or deal name to be redirected to the corresponding Pipedrive page.

  

Create Pipedrive Person in BoldDesk

If the person is not in Pipedrive,

• Click Create Person to add a new one.

  

• Enter the required person information to create a new person.

  

Create Pipedrive Organization in BoldDesk

Organizations can only be created in the Contact Group module.

• To create a new organization, click Create Organization.

  

• Enter the required organization details to create a new organization.

  

Create Pipedrive Deal in BoldDesk

To create a new deal in BoldDesk,

• Click Create Deal on the App page.

  

• Enter the required deal information to create a new deal.

  

Frequently Asked Questions (FAQs)

1) Where can I view Pipedrive data inside BoldDesk?
You can view Pipedrive data in the Ticket, Contact, and Contact Group modules. Persons are available in Ticket and Contact; Organizations and Deals are available in Ticket, Contact, and Contact Group.

2) How do I access the mapped Pipedrive details?
Open the Pipedrive app panel and use the Persons, Organizations, and Deals tabs. Then expand any record to see full details.

3) Can I open a Pipedrive record directly from BoldDesk?
Yes. Click the name of the person, organization, or deal in the panel to be redirected to that record in Pipedrive.

4) How do I create a new Pipedrive Person from BoldDesk?
From the Ticket or Contact module, click Create Person, then enter the required person information and save.

5) How do I create a new Pipedrive Organization or Deal from BoldDesk?

• Organization: From the Contact Group module, click Create Organization, then fill in the required organization details.
• Deal: On the Pipedrive app page, click Create Deal, then enter the required deal information and save.