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BoldDesk + Salesforce CRM Integration

View and sync Salesforce records to keep your data up to date.

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Why you should integrate Salesforce

  • View and manage Salesforce customer details directly within BoldDesk without switching tools.
  • Keep contacts and accounts in sync between BoldDesk and Salesforce to ensure up-to-date customer data.
  • Sync support tickets as Salesforce cases to improve collaboration between support and sales teams.

View the Salesforce objects inside BoldDesk

The ticket requester information from Salesforce is displayed on the ticket details page when they are matched with an email address. You can also view the Salesforce information on the contact and contact group pages.

On the ticket detail page, the following Salesforce objects are available:

  • Contact
  • Lead
  • Account
  • Opportunity

Sync contacts and contact groups

Keep contact and account data consistent across both platforms with automatic sync. Any changes made to BoldDesk or Salesforce are reflected in the other.

Available sync directions:

  • BoldDesk to Salesforce
  • Salesforce to BoldDesk
  • Two-way sync

Sync BoldDesk tickets to Salesforce cases

Automatically sync BoldDesk tickets to Salesforce cases:

  • New BoldDesk tickets create new cases in Salesforce.
  • Ticket updates reflect in the linked case.
  • Contacts and accounts are auto-created for BoldDesk® ticket requesters in Salesforce if they don’t already exist.

Role-based permissions for viewing Salesforce data

BoldDesk administrators can define roles to control which users can see information from Salesforce on the ticket details page.

Refer to our guide to get started with the Salesforce integration

How to configure Salesforce and BoldDesk right arrow icon

How to sync contacts and contact groups between BoldDesk and Salesforce right arrow icon

How to sync tickets from BoldDesk to Salesforce CRM right arrow icon

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