Once the Pipedrive app has been installed, you can directly manage Pipedrive information through the ticket, contact, and contact group modules of 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.