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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. 71.png
  • Expand any person, organization, or deals section to view detailed information. 72.png
  • Click the person, organization, or deal name to be redirected to the corresponding Pipedrive page. 73.png

Create Pipedrive Person in BoldDesk

If the person is not in Pipedrive,

  • Click Create Person to add a new one.
    74.png
  • Enter the required person information to create a new person.75.png

Create Pipedrive Organization in BoldDesk

Organizations can only be created in the contact group module.

  • To create a new organization, click Create Organization.
    76.png
  • Enter the required organization details to create a new organization. 77.png

Create Pipedrive Deal in BoldDesk

To create a new deal in BoldDesk,

  • Click Create Deal on the App page.
    78.png
  • Enter the required deal information to create a new deal. 79.png
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