ConnectWise Manage + involve.me
Create companies in ConnectWise Manage from new completed submissions in involve.me
Effortlessly streamline your data collection process with this involve.me and ConnectWise Manage integration. When a new completed submission is received in involve.me, this workflow will create a company in ConnectWise Manage, ensuring your records stay up-to-date and organized. Save time and enhance your customer management by setting up this seamless connection between involve.me and ConnectWise Manage.
Effortlessly streamline your data collection process with this involve.me and ConnectWise Manage integration. When a new completed submission is received in involve.me, this workflow will create a company in ConnectWise Manage, ensuring your records stay up-to-date and organized. Save time and enhance your customer management by setting up this seamless connection between involve.me and ConnectWise Manage.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create Company
Creates a new company.
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItService 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?
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
