ConnectWise Manage + Salesmate
Update contacts in Salesmate with new or updated contacts from ConnectWise Manage
Whenever a new or updated contact appears in your ConnectWise Manage, this workflow will instantly reflect those changes in your Salesmate app. It reduces the need for repetitive data entry tasks, enabling you to focus on relationships with your customers. Enjoy a streamlined process and ensure unified customer data across your business platforms.
Whenever a new or updated contact appears in your ConnectWise Manage, this workflow will instantly reflect those changes in your Salesmate app. It reduces the need for repetitive data entry tasks, enabling you to focus on relationships with your customers. Enjoy a streamlined process and ensure unified customer data across your business platforms.
- When this happens...New/Updated Contact
Triggers when a contact is created or updated.
- automatically do this!Update Contact
Triggers when a new contact update is found.
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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
