ConnectWise Manage + Yelp Leads

ConnectWise Manage + Yelp Leads integrations

Create tickets in ConnectWise Manage for new leads in Yelp Leads

Boost your response speed by instantaneously creating tickets in ConnectWise Manage whenever you receive a new lead in Yelp Leads. This workflow ensures that your sales team can immediately engage with potential customers, streamlining your lead management process and improving conversion rates. The automation will handle the transfers for you, leaving your team more time to focus on building beneficial client relationships.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create TicketCreates a new service desk or project ticket.
ActionWrite

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More things you can do with Yelp Leads and ConnectWise Manage

Discover other triggers and actions you can use with Yelp Leads and ConnectWise Manage

- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
Try It
- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
Try It
- Yelp Lead ID
  Required
- Reply Type
  Required
Action
Write
- Yelp Lead ID
  Required
- Response Content
  Required
Action
Write
- Yelp Lead ID
  Required
Action
Search

- Service Board Filter
Trigger
Polling
Try It
- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Trigger
Instant
Try It

- File
  Required
- Record ID
  Required
- Record Type
  Required
- Title
- Private?
- Read Only?
- Is Avatar?
Action
Write
- First Name
  Required
- Last Name
  Required
- 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
Action
Write
- TicketType
  Required
- Text
  Required
- Detail Description
- Internal Analysis
- Resolution
Action
Write
- TicketType
  Required
- Summary
Action
Write
- Company Identifier
  Required
Action
Search
- Id
  Required
Action
Search
- Company Identifier
  Required
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- Summary
  Required
- Company
  Required
- RecordType
  Required
- Priority
- Initial Description
Action
Search or write

- Upgrade Notice
- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
Try It
- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
Try It
- Yelp Lead ID
  Required
- Message ID
  Required
- Time Read (optional)
Action
Write
- Yelp Business ID
  Required
Action
Search
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It
- New, Updated or Both
- Board Filter
- Project Filter
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Polling
Try It
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Summary
  Required
- Company
  Required
- RecordType
  Required
- Priority
- Initial Description
Action
Write
- Company
  Required
- Company_name
- Status
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- First Name
  Required
- Last Name
  Required
- 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
Action
Search or write

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

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About Yelp Leads

Yelp Leads provides a means for businesses to get notified, read and respond to leads generated by Yelp users.

Learn moreLearn moreHelpHelp

Related categories

Ads & Conversion