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Overview
In this webinar, Sameena Babu walked viewers through how Shopify-BoldDesk integration transforms your help desk into a powerful engine for both customer support and sales.
The integration brings Shopify order and customer data directly into BoldDesk, eliminating the need to switch platforms and enabling personalized, real-time responses.
The session began by highlighting the challenges of managing support without integration, such as delayed responses, scattered data, and customer frustration.
Then, the Shopify–BoldDesk integration was demonstrated, showing how it improves agent workflows, reduces handling time, and boosts customer satisfaction.
If you missed the webinar or would like to watch it again, you’ll find the recording on our YouTube channel and embedded below.
Highlights
- Eliminate context switching by viewing Shopify data directly in BoldDesk.
- Automatically fetch customer info and order details for a ticket.
- Cancel and refund orders directly from the BoldDesk interface.
- Improve handling time, customer satisfaction, and sales opportunities.
Time stamps
- [00:00] Welcome and Introduction
- [00:32] Agenda Overview
- [01:00] Challenges without Shopify Integration
- [02:59] How Shopify-BoldDesk Integration Solves Them
- [03:29] Key Integration Features
- [04:39] Benefits for Support, Sales, and Customers
- [05:47] Live Demo: Setting Up a Custom Shopify App
- [08:15] Connecting Shopify with BoldDesk
- [10:14] Viewing Shopify Data within Tickets
- [12:24] Canceling and Refunding Orders from BoldDesk
- [14:25] Final Thoughts and Summary
- [15:27] Q&A and Upcoming Webinars
Conclusion
This live demo showcased how to connect your Shopify store with BoldDesk, view customer order details from within a ticket, and even cancel or refund orders directly, with no need to toggle between platforms.
If you haven’t yet given BoldDesk a try, sign up for a free trial to see how it can improve your customer support experience!
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