ConnectWise Manage + LeadConnector
Manage new or updated contacts in ConnectWise Manage by adding or updating them in LeadConnector
When a new or updated contact is detected in ConnectWise Manage, this workflow seamlessly updates or adds the contact information in the LeadConnector app. Offering a streamlined solution for keeping your system up-to-date, this workflow ensures your LeadConnector always reflects the most current contact details. Benefit from an efficient, real-time update system and stay on top of your game.
When a new or updated contact is detected in ConnectWise Manage, this workflow seamlessly updates or adds the contact information in the LeadConnector app. Offering a streamlined solution for keeping your system up-to-date, this workflow ensures your LeadConnector always reflects the most current contact details. Benefit from an efficient, real-time update system and stay on top of your game.
- When this happens...New/Updated Contact
Triggers when a contact is created or updated.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
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
SummaryRequired
CompanyRequired
Record TypeRequired
Priority
New, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItFirst 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
Ticket TypeRequired
TextRequired
Detail Description
Internal Analysis
Resolution
