ConnectWise Manage + LeadConnector
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.
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 Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Ticket
Creates a new service desk or project ticket.
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In PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try It
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
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)
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
Service Board Filter
Try It
