ConnectWise Manage + Outgrow
Create ConnectWise Manage companies from new Outgrow leads
Streamline your lead management process with this efficient workflow between Outgrow and ConnectWise Manage. When a new lead is generated in Outgrow, this automation will create a company in ConnectWise Manage, ensuring your team always has up-to-date information on potential clients. Save time and stay organized by having your software do the heavy lifting for you.
Streamline your lead management process with this efficient workflow between Outgrow and ConnectWise Manage. When a new lead is generated in Outgrow, this automation will create a company in ConnectWise Manage, ensuring your team always has up-to-date information on potential clients. Save time and stay organized by having your software do the heavy lifting for you.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create Company
Creates a new company.
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- 14 day trial for premium features & apps
Calculator / QuizRequired
Try ItNew, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
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
Calculator / QuizRequired
SegmentRequired
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItFirst 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
