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ConnectWise Manage + Marketo

Create ConnectWise Manage companies from new Marketo leads

Effortlessly keep your sales efforts organized with this Marketo-ConnectWise Manage workflow. Whenever you receive a new lead in Marketo, this automation will create a corresponding company in ConnectWise Manage, allowing you to manage your prospects efficiently. Keep your CRM up to date and instantly track your leads' progress through the sales pipeline.

Effortlessly keep your sales efforts organized with this Marketo-ConnectWise Manage workflow. Whenever you receive a new lead in Marketo, this automation will create a corresponding company in ConnectWise Manage, allowing you to manage your prospects efficiently. Keep your CRM up to date and instantly track your leads' progress through the sales pipeline.

  1. When this happens...
    MarketoMarketo
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    ConnectWise ManageConnectWise Manage
    Create Company

    Creates a new company.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Form

    Trigger
    Scheduled
    Try It
  • Marketo triggers, actions, and search

    New Program

    Triggers when a new program is created.

    Trigger
    Scheduled
    Try It
    • ListRequired

    • LeadRequired

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Partition

    Action
    Write
    • E-Mail AddressRequired

    • Additional fields to retrieve

    Action
    Search
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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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  • CRM (Customer Relationship Management)

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