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Zapier makes it easy to integrate ConnectWise Manage with Mailchimp - no code necessary. See how you can get setup in minutes.

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ConnectWise Manage
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ConnectWise Manage
1. Choose trigger event
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Mailchimp
2. Choose action
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1. Select the event
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ConnectWise Manage
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.

Add your action

An action happens after the trigger—such as "Archive Subscriber" in Mailchimp.

You’re connected!

Zapier seamlessly connects ConnectWise Manage and Mailchimp, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • New, Updated or Both
    • Company Filter
    • Contact Type Filter
    • Specific Contact Filter
    Trigger
    Instant
    Try It
    • New, Updated or Both
    • Service Board Filter
    • Project Filter
    Trigger
    Instant
    Try It
  • ConnectWise Manage triggers, actions, and search
    New Territory

    Triggers when a new territory is created.

    Trigger
    Polling
    Try It
    • 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
    • Service Board Filter
    Trigger
    Polling
    Try It
    • New, Updated or Both
    • Service Board Filter
    • Specific Service Ticket Filter
    • Project Filter
    Trigger
    Instant
    Try It
    • 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

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Customers have created over 25 million Zaps on the platform

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Practical ways you can use ConnectWise Manage and Mailchimp

Sync new contacts to email marketing

When a new contact is created in ConnectWise Manage, Zapier will automatically add it to a Mailchimp audience. This workflow ensures that all new customer data is seamlessly integrated into your email marketing campaigns, helping you stay engaged with your growing client base.

Business Owner
Try it
Log ticket updates for email tracking

When a new or updated ticket is logged in ConnectWise Manage, Zapier will create a subscriber in Mailchimp and tag them for tracking. This automation enables you to monitor updates or follow up on specific cases directly through email.

IT
Add Mailchimp subscribers to the CRM

When a new subscriber is added to a specific Mailchimp audience, Zapier will create a contact in ConnectWise Manage. This keeps your CRM updated with the latest marketing leads, ensuring smoother handoffs between marketing and sales teams.

Marketing & Marketing Ops

Learn how to automate Mailchimp on the Zapier blog

Make work flow with AI

Level up your ConnectWise Manage to Mailchimp integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about ConnectWise Manage + Mailchimp integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Mailchimp

How do I set up the integration between ConnectWise Manage and Mailchimp?

To set up the integration, you will need to use our platform to connect your ConnectWise Manage account with Mailchimp. First, authenticate both accounts in our system. Then, select the triggers and actions you'd like to automate, such as adding a new contact in Mailchimp whenever a new company is added in ConnectWise Manage.

What triggers are available for ConnectWise Manage?

We offer various triggers for ConnectWise Manage, including when a new company is created, when a ticket status changes, or when a contact is updated. Choose the ones that best suit your workflow needs.

Can I customize actions taken in Mailchimp based on ConnectWise events?

Yes, you can customize actions in Mailchimp depending on specific events occurring in ConnectWise Manage. For example, you can set up an automation to add a subscriber to a specific list when a new client is onboarded in ConnectWise.

Is it possible to map custom fields from ConnectWise Manage to Mailchimp?

Absolutely, our platform allows you to map custom fields between ConnectWise Manage and Mailchimp. This means that any unique data from your CRM can be accurately reflected in your email marketing lists.

How frequently is data synced between ConnectWise Manage and Mailchimp?

Data synchronization between ConnectWise Manage and Mailchimp occurs instantly through our platform whenever a trigger event is activated. You won't experience delays as updates are handled in real-time.

Do we support syncing historical data from ConnectWise Manage to Mailchimp?

Currently, our integration focuses on real-time data sync based on trigger events. If you need historical data synced from ConnectWise Manage to Mailchimp, you'll need to perform an initial manual import of existing records into Mailchimp.

What should I do if my automation between ConnectWise Manage and Mailchimp isn't working?

If your automation isn't functioning correctly, we recommend checking that all login credentials are correct and current for both applications. Additionally, ensure that there's no change in access permissions and review the setup of your selected triggers and actions for any misconfigurations.

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About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
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About Mailchimp
Mailchimp is an email and marketing automation platform built for growing businesses. Turn email and SMS into revenue.
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