Integrations crm4-solution BoldDesk
crm4-solution + BoldDesk

Connect crm4-solution and BoldDesk to Build Intelligent Automations

Choose a Trigger

crm4-solution

When this happens...

Choose an Action

BoldDesk

Automatically do this!

Enable Integrations or automations with these events of crm4-solution and BoldDesk

Enable Integrations or automations with these events of crm4-solution and BoldDesk

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 crm4-solution and BoldDesk?

To start, connect both your crm4-solution and BoldDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in crm4-solution triggers actions in BoldDesk (or vice versa).

Can we customize how data from crm4-solution is recorded in BoldDesk?

Absolutely. You can customize how crm4-solution data is recorded in BoldDesk. This includes choosing which data fields go into which fields of BoldDesk, setting up custom formats, and filtering out unwanted information.

How often does the data sync between crm4-solution and BoldDesk?

The data sync between crm4-solution and BoldDesk 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 crm4-solution to BoldDesk?

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 crm4-solution and BoldDesk?

Yes, you can set conditional logic to control the flow of data between crm4-solution and BoldDesk. 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.

crm4-solution

About crm4-solution

crm4 is a software for call center outbound.

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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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