Create and manage new or updated Constant Contact contacts from ConnectWise Manage contacts
Whenever a contact in your ConnectWise Manage app is created or updated, this workflow instantly creates a corresponding contact in the Constant Contact app. This is an ideal solution for those wanting to maintain seamless contact data between the two platforms, letting you save time on manual updates and better focus on nurturing those important connections.
Whenever a contact in your ConnectWise Manage app is created or updated, this workflow instantly creates a corresponding contact in the Constant Contact app. This is an ideal solution for those wanting to maintain seamless contact data between the two platforms, letting you save time on manual updates and better focus on nurturing those important connections.
- When this happens...New/Updated Contact
Triggers when a contact is created or updated.
- automatically do this!Create Contact
Triggers when a new contact is added to your account.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItCompany NameRequired
IdentifierRequired
TypeRequired
StatusRequired
Site NameRequired
Address 1
Address 2
City
State
Zip Code
Country Name
Phone Number
Website
Market
Source
Number of Employees
Territory
Service Board Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItFileRequired
Record IDRequired
Record TypeRequired
Title
Private?
Read Only?
Is Avatar?
First NameRequired
Last NameRequired
Title
Email
Default Email
Phone Number
Default Phone
Phone Type
Type
Company
Primary Contact
Relationship
Department
Address 1
Address 2
City
State
Zip Code
Country Name