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KrispCall x BoldDesk
BoldDesk integration overview
BoldDesk Integration for Better Customer Conversations with KrispCall
Bring clarity and control to your customer support with KrispCall and BoldDesk working side by side.
Easy Access to Customer Conversations
Faster Ticket Resolution
Automatic Call and SMS Logging
Increased Agent Productivity
Better Customer Experience
Quickly Initiate Calls with Click to Dial
Make and receive calls directly inside BoldDesk without switching tabs or tools. Agents can respond to tickets and speak with customers from the same screen, saving time and reducing confusion. The dialer appears inside the workspace for a smooth, uninterrupted workflow.
Agents can start calls instantly by clicking any phone number inside BoldDesk. KrispCall connects the call while BoldDesk automatically loads the related ticket or customer details.
Automatic Call Logging
Every call your team makes or receives is recorded inside the correct ticket with duration, time, and call outcome. The system syncs this data automatically, removing the need for manual entry. Your team gets consistent, error-free records and keeps your customer information updated in real time.
Sales representatives can easily access previous conversations for seamless client interactions, while support teams benefit from a comprehensive SMS history to track and resolve issues more efficiently.
Send & Receive SMS for Fast Updates
Send and receive SMS directly inside BoldDesk through KrispCall’s built-in messaging features. Agents can deliver quick reminders, confirmations, ticket updates, or instructions without switching between tools. Every SMS syncs automatically to the correct ticket, keeping all conversations organized and easy for the team to follow.
You can send SMS instantly using the KrispCall Chrome extension. Simply click the dialer icon beside any customer’s phone number and choose between “Call” or “SMS.” Selecting “SMS” will open the messaging screen where you can type your message and hit send.
Access Call Recordings & Voicemails in Tickets
Every call recording and voicemail is automatically attached to the customer’s ticket or contact profile. Teams can review past conversations for training, escalations, or resolving misunderstandings. Managers get a complete view of all interactions, helping them monitor quality and strengthen customer service standards.
Agents can also revisit details without asking customers to repeat themselves. This leads to smoother telephony conversations, faster issue resolution, and more consistent support across the entire team.
Easy Access to Conversation History
All interactions, whether it be calls, SMS, or chats, are stored under a single, organized customer timeline. Agents can instantly access past issues, shared notes, resolutions, and previous conversations before responding.
With a centralized customer conversation view, your team can speed up response time and improve the overall support experience. It also ensures your every team member delivers consistent, personalized service across every touchpoint.
Benefits of Integrating BoldDesk CRM with KrispCall
Efficient Call and Message Management
Shared Context for Smarter Service
Faster Onboarding for New Team Members
Improved Customer and Contact Profiling
Boosting Sales, Marketing, and Remote Work
Sales Team
Marketing Team
Remote Team
Integrate BoldDesk with KrispCall Easily with Our Guide
Sign in to KrispCall
Log in to your KrispCall account to begin the BoldDesk integration setup.
Navigate to Integration Settings
Go to Settings and scroll to App Settings. Click on Integrations to view all available CRM and automation tools.
Select and Connect BoldDesk to KrispCall
In the integrations list, search for BoldDesk and click Connect. A pop-up window will appear asking for your BoldDesk URL and API credentials.
Access Required BoldDesk Credentials
Open your BoldDesk account, go to Profile > API Keys, and create a new API Key. Copy it immediately. Then configure the Webhook from BoldDesk settings by adding your KrispCall callback URL, selecting the right module, events, and headers.
Customize Integration Settings
After entering the API Key and BoldDesk URL in KrispCall, click Connect Now. You can now fine-tune sync preferences, call log settings, notes sync, and workflow automation from the integration panel.
Frequently Asked Questions
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You can enable two-way contact sync so contacts created or updated in either platform appear on the other. One-way sync is also available if you prefer limited syncing.
Yes. You must generate a unique API key inside BoldDesk and paste it into KrispCall during setup. This API key also needs to match the one used in your webhook configuration.
Yes. If the Notes Logging toggle is turned on, any note added or edited during a call or from the conversation box in KrispCall automatically syncs to BoldDesk.
