Integrate ConnectWise Manage with Microsoft Office 365 to automate your work

Our integration between ConnectWise Manage and Microsoft Office 365 allows you to automate workflows by setting up triggers and actions. For instance, you can create a trigger when a new contact is added in ConnectWise, which then automatically creates a contact in Office 365.

Common triggers include creating a new ticket in ConnectWise Manage, updating an existing ticket, or adding a new contact. These triggers can initiate actions in Office 365 such as sending an email or updating calendar events.

Yes, you can set up an action so that when you receive an email in Office 365, it automatically updates the relevant support ticket in ConnectWise Manage with details from that email.

Indeed, by using our platform, you can synchronize calendar events between ConnectWise Manage and Office 365. For example, creating an event in one application can automatically add it to the other.

Automated workflows involve setting up specific triggers and actions. A trigger could be creating a new deal in ConnectWise Manage, which might automatically create a task or send notifications via Office 365.

The integration allows for sharing various types of information such as contacts, calendar events, emails, tasks, and ticket updates efficiently between ConnectWise Manage and Microsoft Office 365 based on configured triggers and actions.

You will need administrative permissions on both ConnectWise Manage and Microsoft Office 365 to configure the integration settings properly. This ensures that all triggers and actions have sufficient access rights to function smoothly across both platforms.