--- title: "Pipedrive Integration for Customer Support | BoldDesk" description: "Unify sales and support data by bringing Pipedrive contacts, organizations, and deals into BoldDesk." url: "https://www.bolddesk.com/integrations/pipedrive" last_updated: 2026-05-04 --- BoldDesk + Pipedrive Integration # Pipedrive Integration That Shows the Deal Behind Every Ticket For support teams selling with Pipedrive: see the person, organization and deal on each ticket, and **create Pipedrive records** without leaving BoldDesk. [Start Free Trial](https://app.bolddesk.com/signup?) [Book a Demo](https://www.bolddesk.com/request-demo) [Setup Guide (opens in a new tab)](https://support.bolddesk.com/kb/article/16510/set-up-pipedrive-app-with-bolddesk) - 15-day free trial - No credit card required Why Connect BoldDesk and Pipedrive ## Every Ticket Has a Deal Behind It. Now Support Can See It. When agents can’t see the deal behind a ticket, key customers wait in line and sales hears about interest late. Connected, support knows what’s at stake. - Before: Guessing which customers matter most ### Know What’s at Stake Agents see which customers have deals in progress. - Before: Sales hearing about interest last ### Hand Leads to Sales Buying interest in support reaches sales the same day. - Before: Typing the same customer twice ### One Set of Records Customers are entered once and shared by both teams. Features ## Give Support the Sales Context They’ve Been Missing See who the customer is in Pipedrive and add what sales needs to know, from the ticket. 1. Create Person ### Add New People to Pipedrive Add a ticket’s requester to Pipedrive as a new person, with their name, email and organization filled in. ![No Pipedrive person matches the requester, so the agent adds one from the ticket: name, email, phone and organization fill in, and the person is saved in Pipedrive](https://www.bolddesk.com/wp-content/uploads/2026/11/bolddesk-pipedrive-feature-create-person.svg) 2. Create Organization ### Create Organizations From BoldDesk Add a customer’s company to Pipedrive as a new organization from BoldDesk, with its address and owner. ![From the Contoso Ltd contact group in BoldDesk, the agent adds the company to Pipedrive as an organization with its address and owner](https://www.bolddesk.com/wp-content/uploads/2026/11/bolddesk-pipedrive-feature-create-organization.svg) 3. Create Deals ### Create Pipedrive Deals From Support Create a Pipedrive deal from the ticket so sales can follow up on interest that shows up in support. ![A customer asks to move to the Business plan; the agent adds a Pipedrive deal from the ticket with its value, pipeline, stage and close date, and the deal starts in Qualified](https://www.bolddesk.com/wp-content/uploads/2026/11/bolddesk-pipedrive-feature-create-deal.svg) 4. Context ### People, Organizations and Deals on the Ticket The requester’s Pipedrive person, organization and deals, with stage and owner, show right inside the ticket. ![The customer asks about her renewal invoice; the ticket shows her Pipedrive person, the organization and the renewal deal in Negotiation, and the agent replies](https://www.bolddesk.com/wp-content/uploads/2026/11/bolddesk-pipedrive-feature-deal-context.svg) ![No Pipedrive person matches the requester, so the agent adds one from the ticket: name, email, phone and organization fill in, and the person is saved in Pipedrive](https://www.bolddesk.com/wp-content/uploads/2026/11/bolddesk-pipedrive-feature-create-person.svg)![From the Contoso Ltd contact group in BoldDesk, the agent adds the company to Pipedrive as an organization with its address and owner](https://www.bolddesk.com/wp-content/uploads/2026/11/bolddesk-pipedrive-feature-create-organization.svg)![A customer asks to move to the Business plan; the agent adds a Pipedrive deal from the ticket with its value, pipeline, stage and close date, and the deal starts in Qualified](https://www.bolddesk.com/wp-content/uploads/2026/11/bolddesk-pipedrive-feature-create-deal.svg)![The customer asks about her renewal invoice; the ticket shows her Pipedrive person, the organization and the renewal deal in Negotiation, and the agent replies](https://www.bolddesk.com/wp-content/uploads/2026/11/bolddesk-pipedrive-feature-deal-context.svg) Use Cases ## How Support and Sales Teams Use BoldDesk and Pipedrive Real situations from teams that sell on Pipedrive. - Agencies ### Answer a Prospect Without Derailing the Deal A prospect writes to support in the middle of a contract negotiation. 1. 1 A prospect asks support about contract terms 2. 2 The agent sees the deal in Negotiation on the ticket 3. 3 The answer matches what sales has offered - Manufacturing ### Treat a Distributor’s Many Contacts as One Account Buyers, installers and accountants from one distributor all write in. 1. 1 Several people from one distributor open tickets 2. 2 Their contact group shows the Pipedrive organization 3. 3 Agents see every deal with that distributor - Equipment rental ### Turn a Rental Extension Into Revenue A customer asks support to keep the equipment longer, and sales gets a deal. 1. 1 A customer asks to extend their rental 2. 2 The agent creates a Pipedrive deal from the ticket 3. 3 Sales closes the extension in their pipeline Integrations ## Related Integrations Connect BoldDesk to the other CRM and automation tools your sales team uses. - [### Salesforce CRM See Salesforce records on tickets and sync contacts and cases both ways. CRM](https://www.bolddesk.com/integrations/salesforce) - [### HubSpot View and create HubSpot contacts, companies and deals from BoldDesk. CRM](https://www.bolddesk.com/integrations/hubspot) - [### Zapier Connect BoldDesk to thousands of apps and automate workflows without code. Automation](https://www.bolddesk.com/integrations/zapier) [View All Integrations](https://www.bolddesk.com/integrations) Security & Compliance ## Enterprise-Grade Security and Compliance Protect customer data with secure infrastructure and enterprise-grade access controls. - [SOC 2 Type 2 report & GDPR compliant](https://www.bolddesk.com/legal/soc-2-overview) - AES-256 encrypted infrastructure - SSO and IP restrictions - [HIPAA compliance with a signed BAA](https://www.bolddesk.com/legal/hipaa-compliance) - Secure cloud architecture ![BoldDesk security badges: SOC 2 compliant, role-based access control, GDPR compliant, and HIPAA compliant](https://www.bolddesk.com/wp-content/external/cdn-devwebsite-bolddesk/2026/09/Enterprise-Grade-Security-and-Compliance-1-1024x633.webp) Customers ## Backed by Syncfusion, Trusted by 41K+ Companies 4.5/5 on G2 · Fall 2026 Leader, Momentum Leader, Best Est. ROI, Fastest Implementation [Read Reviews](https://www.g2.com/products/bolddesk/reviews#reviews) ### Recognized by Customers on G2 4.5/5 average rating on G2 ![BoldDesk G2 Fall 2026 awards featuring Leader, Momentum Leader, ROI, and Fastest Implementation badges](https://www.bolddesk.com/wp-content/uploads/2026/09/G2-Fall-2026-banner-image-1024x546.webp) - Reelo Technologies Raj Khichi, Customer Support Executive, Reelo Technologies Pvt. Ltd. Up to 24x faster at solving customer queries, with 2.4x more tickets closed per day [Read the Reelo story](https://www.bolddesk.com/customers/raj-khichi-reelo-technologies) - GeoVerra One of Canada’s largest geomatics firms 25%+ improvement in service desk efficiency, with single sign-on via Entra ID [Read the GeoVerra story](https://www.bolddesk.com/customers/geoverra) - Eurotel Hospitality Hospitality software, Greece ~67% more issues handled each week, from about 600 to about 1,000 [Read the Eurotel story](https://www.bolddesk.com/customers/eurotel) - [> "The overall application functionality is good, UI/UX and the configurations including automations all the other services are constantly working fine." **Harsha R** Support Team Lead LTIMindtree](https://www.g2.com/products/bolddesk/reviews/bolddesk-review-9622891) - [> "BoldDesk has everything you could imagine in a customer service platform, including many features like APIs that we are yet to explore fully." **Carlos R** VP of Operations Movisis Tecnologia Limited](https://www.g2.com/products/bolddesk/reviews/bolddesk-review-10307535) - [> "BoldDesk provided an all-in-one solution that saves time and reduces redundancy, improving the user experience and shortening ticketing time by 50%." **Amy** Syncfusion](https://www.bolddesk.com/customers/syncfusion) FAQ ## Frequently Asked Questions ### What does the BoldDesk Pipedrive integration do? It shows Pipedrive people, organizations and deals in BoldDesk and lets agents create new people, organizations and deals in Pipedrive from BoldDesk, so support and sales see the same customer. ### Where do agents see Pipedrive data? In the ticket, contact and contact group pages. Admins choose up to 10 fields each for people, organizations and deals. ### Can agents create Pipedrive records from BoldDesk? Yes. Agents can create Pipedrive people, organizations and deals from BoldDesk, using the customer details already in the ticket. ### Which BoldDesk plans include the Pipedrive integration? Every BoldDesk plan includes the Pipedrive integration: Scale AI, Momentum AI and Enterprise AI. [Compare plans and pricing](https://www.bolddesk.com/pricing) ### How do I set up the BoldDesk Pipedrive integration? Install it from the BoldDesk Marketplace or the Pipedrive Marketplace, sign in to Pipedrive, then pick the fields to show and which roles can read, modify and use the app. [Read the setup guide](https://support.bolddesk.com/kb/article/16510/set-up-pipedrive-app-with-bolddesk) ## See the Deal Before You Send the Reply Install Pipedrive from the BoldDesk Marketplace, sign in, and see your first customer’s deal in a ticket. [Start Free Trial](https://app.bolddesk.com/signup?) [Book a Demo](https://www.bolddesk.com/request-demo) Planning an enterprise rollout? [Contact Sales](https://www.bolddesk.com/contact-us)