BoldDesk + PipelineCRM Integration

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

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

This makes it easy to keep track of your support tickets and persons in one place.

PipelineCRM is a great tool for managing customer relationships. However, when an deal is created in PipelineCRM, 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 PipelineCRM. 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.