ConnectWise Manage + LoyaltyLoop
Submit customer data in LoyaltyLoop for new or updated ConnectWise Manage tickets
Streamline your follow-up workflows with this integration. Set up this Zap to automatically send your ticket contact details in ConnectWise Manage to LoyaltyLoop when the ticket is updated. If the ticket has a closed date, LoyaltyLoop can then automatically engage the contact for feedback and reviews following their experience.
Streamline your follow-up workflows with this integration. Set up this Zap to automatically send your ticket contact details in ConnectWise Manage to LoyaltyLoop when the ticket is updated. If the ticket has a closed date, LoyaltyLoop can then automatically engage the contact for feedback and reviews following their experience.
- When this happens...New/Updated Ticket
Triggers when a service ticket is created and/or updated.
- automatically do this!Submit Customer Data
Submit customer data for the survey you specify.
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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
