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Manage Pipedrive Information in BoldDesk
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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.