ConnectWise Manage + Microsoft Office 365
Create and manage new or updated ConnectWise Manage contacts by generating them in Microsoft Office 365
Keep your contact information up-to-date across your business tools with this workflow. Whenever there is a new or updated contact in your ConnectWise Manage system, it instantly and seamlessly creates a corresponding contact in your Microsoft Office 365 set-up. By streamlining this process, it ensures information consistency, reduces manual data entry, and improves communication efficiency.
Keep your contact information up-to-date across your business tools with this workflow. Whenever there is a new or updated contact in your ConnectWise Manage system, it instantly and seamlessly creates a corresponding contact in your Microsoft Office 365 set-up. By streamlining this process, it ensures information consistency, reduces manual data entry, and improves communication efficiency.
- When this happens...New/Updated Contact
Triggers when a contact is created or updated.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 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
