ConnectWise Manage + Membrain
Create new contacts in Membrain from new or updated contacts in ConnectWise Manage
Automate your contact management process between ConnectWise Manage and Membrain. With this workflow, each time there's a new or updated contact in ConnectWise Manage, it will seamlessly create a corresponding contact in Membrain. This eliminates manual data entry, ensuring contact data in both systems remain up-to-date and consistent. Perfect for those who want to keep their customer relationship management streamlined and efficient.
Automate your contact management process between ConnectWise Manage and Membrain. With this workflow, each time there's a new or updated contact in ConnectWise Manage, it will seamlessly create a corresponding contact in Membrain. This eliminates manual data entry, ensuring contact data in both systems remain up-to-date and consistent. Perfect for those who want to keep their customer relationship management streamlined and efficient.
- When this happens...New/Updated Contact
Triggers when a contact is created or updated.
- automatically do this!Create Contact
Creates a new contact.
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- 14 day trial for premium features & apps
New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
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
Service Board Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItFileRequired
Record IDRequired
Record TypeRequired
Title
Private?
Read Only?
Is Avatar?
First 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
