ConnectWise Manage + LoyaltyLoop

ConnectWise Manage + LoyaltyLoop integrations

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.

When this happens...
New/Updated TicketTriggers when a service ticket is created and/or updated.
TriggerInstant
automatically do this!
Submit Customer DataSubmit customer data for the survey you specify.
ActionWrite

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More things you can do with ConnectWise Manage and LoyaltyLoop

Discover other triggers and actions you can use with ConnectWise Manage and LoyaltyLoop

- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It
- New, Updated or Both
- Board Filter
- Project Filter
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Polling
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- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Summary
  Required
- Company
  Required
- RecordType
  Required
- Priority
- Initial Description
Action
Write

- Company
  Required
- Company_name
- Status
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- First Name
  Required
- Last Name
  Required
- 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
Action
Search or write
- Launch Data
Trigger
Polling
Try It
- Survey ID
  Required
- Email
  Required
- First Name
- Last Name
- Full Name
- Customer Title
- Company Name
- Address 1
- Address 2
- City
- State
- Zip Code
- Phone
- Cell Phone
- Transaction Date
- Sales Rep
- Customer ID
- Location ID
- Transaction ID
- Transaction Type
- Transaction Description
- Sale Price
Action
Write

- Service Board Filter
Trigger
Polling
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- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Trigger
Instant
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- File
  Required
- Record ID
  Required
- Record Type
  Required
- Title
- Private?
- Read Only?
- Is Avatar?
Action
Write
- First Name
  Required
- Last Name
  Required
- 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
Action
Write
- TicketType
  Required
- Text
  Required
- Detail Description
- Internal Analysis
- Resolution
Action
Write
- TicketType
  Required
- Summary
Action
Write
- Company Identifier
  Required
Action
Search
- Id
  Required
Action
Search
- Company Identifier
  Required
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- Summary
  Required
- Company
  Required
- RecordType
  Required
- Priority
- Initial Description
Action
Search or write
- Survey ID
  Required
Trigger
Polling
Try It

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

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CRM (Customer Relationship Management)

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About LoyaltyLoop

LoyaltyLoop helps businesses build loyal customer relationships, measure satisfaction, drive online reviews and more.