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ActiveCampaign + ConnectWise Manage

Create or update ActiveCampaign contacts from new or updated ConnectWise Manage contacts

Effortlessly keep your contacts up-to-date between ConnectWise Manage and ActiveCampaign with this seamless workflow. Whenever a new or updated contact is detected in ConnectWise Manage, the contact information will be instantly created or updated in ActiveCampaign. This automation ensures consistent records across both platforms, saving you time and minimizing manual data entry tasks.

Effortlessly keep your contacts up-to-date between ConnectWise Manage and ActiveCampaign with this seamless workflow. Whenever a new or updated contact is detected in ConnectWise Manage, the contact information will be instantly created or updated in ActiveCampaign. This automation ensures consistent records across both platforms, saving you time and minimizing manual data entry tasks.

  1. When this happens...
    ConnectWise ManageConnectWise Manage
    New/Updated Contact

    Triggers when a contact is created or updated.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create or Update Contact

    Creates a new contact, or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • New, Updated or Both

    • Company Filter

    • Contact Type Filter

    • Specific Contact Filter

    Trigger
    Instant
    Try It
    • New, Updated or Both

    • Service Board Filter

    • Specific Service Ticket Filter

    • Project Filter

    Trigger
    Instant
    Try It
    • Company 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

    Action
    Write
    • SummaryRequired

    • CompanyRequired

    • Record TypeRequired

    • Priority

    Action
    Write
    • New, Updated or Both

    • Board Filter

    • Project Filter

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • Ticket TypeRequired

    • TextRequired

    • Detail Description

    • Internal Analysis

    • Resolution

    Action
    Write
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Help

Related categories

  • Marketing Automation

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connectwise-manage logo
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About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

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