ConnectWise Manage + LeadConnector
ConnectWise Manage + LeadConnector
ConnectWise Manage + LeadConnector integrations
Create tickets in ConnectWise Manage when pipeline stages change in LeadConnector
Simplify your lead management process with this integrated workflow. When a lead's status updates in LeadConnector, it seamlessly triggers the creation of a new ticket in ConnectWise Manage. This not only aids in saving precious time but also ensures consistent and up-to-date information across both applications. This seamless integration is perfect for businesses aiming to maintain excellent customer relationships and efficient lead tracking.
- When this happens...Pipeline Stage ChangedTriggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create TicketCreates a new service desk or project ticket.
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More things you can do with LeadConnector and ConnectWise Manage
Discover other triggers and actions you can use with LeadConnector and ConnectWise Manage
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite- Service Board Filter
Try ItTriggerPolling
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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