ConnectWise Manage + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between ConnectWise Manage and Salesforce.

Connect ConnectWise Manage + Salesforce in Minutes

It's easy to connect ConnectWise Manage + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew/Updated Contact

Triggers when a contact is created or updated.

InstantNew/Updated Ticket

Triggers when a service ticket is created and/or updated.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

InstantNew/Updated Project

Triggers when a project is created or updated.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

How ConnectWise Manage + Salesforce Integrations Work

  1. Step 1: Authenticate ConnectWise Manage + Salesforce.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect ConnectWise Manage + Salesforce