BoldDesk + Concord Integration

Connect BoldDesk to Concord in 1 click

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1.
  • BoldDesk
    Activity is created in BoldDesk Instant
  • BoldDesk
    Activity is updated in BoldDesk Instant
  • BoldDesk
    Approval request is created in BoldDesk Instant
  • BoldDesk
    Approval is approved in BoldDesk Instant
  • BoldDesk
    Approval is rejected in BoldDesk Instant
  • BoldDesk
    Contact is created in BoldDesk Instant
  • BoldDesk
    Contact is updated in BoldDesk Instant
  • BoldDesk
    Activity is deleted in BoldDesk Instant
  • BoldDesk
    Ticket is created in BoldDesk Instant
  • BoldDesk
    Ticket private notes is created in BoldDesk Instant
  • BoldDesk
    Ticket property is updated in BoldDesk Instant
  • BoldDesk
    Ticket reply is created in BoldDesk Instant
  • Concord
    Contact is created in Concord Instant
  • Concord
    Company is created in Concord Instant
  • Concord
    Deal status is changed in Concord Instant
  • Concord
    Deal is created in Concord Instant
  • Concord
    Deal stage is changed in Concord Instant
  • Concord
    Stage is created in Concord
  • Concord
    Note is created in Concord
  • Concord
    User is created in Concord
  • Concord
    Call is created in Concord
  • Concord
    Product is created in Concord
  • Concord
    Activity is created in Concord
  • Concord
    Pipeline is created in Concord
  • Concord
    Document is created in Concord
  • Concord
    Document status is changed in Concord Instant
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2.

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Most popular automationsmost-popular-automations
BoldDesk + Concord Integration

Create Concord contact from new BoldDesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Concord. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Concord integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Concord.

This makes it easy to keep track of your support tickets and contacts in one place.
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Concord + BoldDesk Integration

Create BoldDesk ticket for new Concord deal

Concord is a great tool for managing customer relationships. However, when an deal is created in Concord, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in BoldDesk whenever an deal is created in Concord. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Top 10 Most Popular Concord Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
Concord logo
Create Concord contact for new Google Sheets row
02
CompanyHub logo
Concord logo
Create Concord contact for new CompanyHub record
03
Salesforce logo
Concord logo
Create Concord contact for new Salesforce record
04
Airtable logo
Concord logo
Create Concord contact for new Airtable record
05
Notion logo
Concord logo
Create Concord contact for new Notion database item
cloud
Concord
app integration
06
PostgreSQL logo
Concord logo
Create Concord contact for new PostgreSQL row
07
Shoplazza logo
Concord logo
Create Concord contact from new Shoplazza customer
08
Concord logo
PostgreSQL logo
Create PostgreSQL row for new Concord contact
09
Concord logo
SmartSuite logo
Create SmartSuite row for new Concord contact
10
Wassenger logo
Concord logo
Create Concord note for new Wassenger message
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1
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2
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3
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Setup an action from Trello
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You Can Also Connect BoldDesk or Concord With 1400+ Other Apps

BoldDesk
BoldDesk
BoldDesk is an AI-powered help desk software offering omnichannel ticketing, live chat, automation workflows, knowledge base, self-service portals, real-time reporting, and 24/7 AI assistance for seamless customer support.
Concord
Concord
Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.