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ActiveCampaign + ConnectWise Manage

Update ActiveCampaign contacts from new or updated ConnectWise Manage tickets

Efficiently manage your customer support process with this powerful workflow between ConnectWise Manage and ActiveCampaign. When a ticket is created or updated in ConnectWise Manage, this automation will instantly create or update a contact in ActiveCampaign with the ticket details. Stay organized and improve communication with your customers by effortlessly keeping your contact records up-to-date.

Efficiently manage your customer support process with this powerful workflow between ConnectWise Manage and ActiveCampaign. When a ticket is created or updated in ConnectWise Manage, this automation will instantly create or update a contact in ActiveCampaign with the ticket details. Stay organized and improve communication with your customers by effortlessly keeping your contact records up-to-date.

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

    Triggers when a service ticket is created and/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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About ConnectWise Manage

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

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