Integrations BoldDesk OMG Sales Assessments
BoldDesk + OMG Sales Assessments

Connect BoldDesk and OMG Sales Assessments to Build Intelligent Automations

Choose a Trigger

BoldDesk

When this happens...

Choose an Action

OMG Sales Assessments

Automatically do this!

Enable Integrations or automations with these events of BoldDesk and OMG Sales Assessments

Enable Integrations or automations with these events of BoldDesk and OMG Sales Assessments

Actions

Create Ticket

Create Ticket

Creates a new support ticket in BoldDesk.

Update Ticket

Update Ticket

Updates an existing support ticket with new information.

Create Contact

Create Contact

Create a new contact.

Create Contact Group

Create Contact Group

Create a new contact group.

Create Ticket Note

Create Ticket Note

Create note to an existing ticket.

Create Ticket Reply

Create Ticket Reply

Create reply to an existing ticket

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Frequently Asked Questions

How do I start an integration between BoldDesk and OMG Sales Assessments?

To start, connect both your BoldDesk and OMG Sales Assessments accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldDesk triggers actions in OMG Sales Assessments (or vice versa).

Can we customize how data from BoldDesk is recorded in OMG Sales Assessments?

Absolutely. You can customize how BoldDesk data is recorded in OMG Sales Assessments. This includes choosing which data fields go into which fields of OMG Sales Assessments, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BoldDesk and OMG Sales Assessments?

The data sync between BoldDesk and OMG Sales Assessments typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BoldDesk to OMG Sales Assessments?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BoldDesk and OMG Sales Assessments?

Yes, you can set conditional logic to control the flow of data between BoldDesk and OMG Sales Assessments. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

BoldDesk

About BoldDesk

BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.

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OMG Sales Assessments

About OMG Sales Assessments

Objective Management Group's (OMG) Sales Candidate Assessment is a sales-specific screening tool that provides an analysis of a candidate's skills, strengths and capabilities, and recommends whether to move forward with an interview.

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