Connect ConnectWise Manage to Zoho CRM and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Select a trigger from ConnectWise Manage

A trigger is an event that starts your Zap and runs the workflow. For example, with ConnectWise Manage, a trigger could be "New/Updated Contact."
A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ConnectWise Manage to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

Connect ConnectWise Manage and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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An illustration representing how to automate lead management with Zapier.

Connect ConnectWise Manage and Zoho CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • New, Updated or Both
    • Board Filter
    • Project Filter
    Try It
    • First Name
    • Last Name
    • 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
    • TicketType
    • Text
    • Detail Description
    • Internal Analysis
    • Resolution

Automate Zoho CRM: get inspired on the Zapier blog

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About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
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    About Zoho CRM
    Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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