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

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Quickly connect ConnectWise Manage to Zoho CRM with a Zapier template.

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Create companies in ConnectWise Manage for new or updated contacts in Zoho CRM
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Zoho CRM + ConnectWise Manage
Create contacts in ConnectWise Manage from new or updated contacts in Zoho CRM
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Zoho CRM + ConnectWise Manage

Create companies in ConnectWise Manage for new or updated contacts in Zoho CRM

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Zoho CRM + ConnectWise Manage

Create contacts in ConnectWise Manage from new or updated contacts in Zoho CRM

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Zoho CRM + ConnectWise Manage

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects ConnectWise Manage and Zoho CRM, automating your workflow.

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
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
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- New, Updated or Both
- Service 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
- Record Type
  Required
- Priority
- Initial Description
Action
Write

- Company
  Required
- Company_name
  Required
- Status
  Required
- Address_1
- Address_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
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
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- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Id
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Id
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Service Board Filter
Trigger
Polling
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- 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
  Required
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
- Record Type
  Required
- Priority
- Initial Description
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Id
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Id
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

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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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your ConnectWise Manage to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about ConnectWise Manage + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Zoho CRM

What is ConnectWise Manage and how does it integrate with Zoho CRM?

ConnectWise Manage is an IT service management software that helps businesses manage their operations more efficiently. We offer integration with Zoho CRM to help you synchronize customer data, streamline workflows, and automate business processes between the two systems.

How can I set up a trigger in ConnectWise Manage for the integration?

You can set up a trigger in ConnectWise Manage by specifying events such as the creation of a new ticket, update of an existing ticket, or change in status. These triggers can then initiate actions like creating or updating records in Zoho CRM.

What actions can be automated in Zoho CRM through this integration?

Through our integration, you can automate various actions such as creating new leads, updating contact details, adding notes to existing records, and setting follow-up tasks whenever specific triggers occur in ConnectWise Manage.

Are there any pre-built templates for integrating ConnectWise Manage with Zoho CRM?

Yes, we provide pre-built templates that cover common use cases like syncing contacts and accounts between ConnectWise Manage and Zoho CRM. These templates make it easier to set up the integration quickly.

How often is data synchronized between ConnectWise Manage and Zoho CRM?

Data synchronization frequency depends on how you've set up your triggers and actions. Typically, changes are synced almost instantaneously once the defined trigger event occurs.

Can I customize the fields that are synchronized between the two platforms?

Yes, our integration allows you to customize which fields are mapped and synchronized between ConnectWise Manage and Zoho CRM. You have the flexibility to choose only those fields that are relevant to your business needs.

What should I do if I encounter issues during the integration process?

If you experience any issues while setting up or using your integration, our support team is available to assist. Ensure your APIs are enabled on both platforms and check your configured triggers for any errors.

About ConnectWise Manage

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

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)Zoho

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Set up your first integration

Create companies in ConnectWise Manage for new or updated contacts in Zoho CRM

Create contacts in ConnectWise Manage from new or updated contacts in Zoho CRM

Create companies in ConnectWise Manage for new or updated contacts in Zoho CRM

Create contacts in ConnectWise Manage from new or updated contacts in Zoho CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Zoho CRM on the Zapier blog

5 ways to use the Zapier Zoho CRM integration

Make work flow with AI

Frequently Asked Questions about ConnectWise Manage + Zoho CRM integrations

Connect ConnectWise Manage to Zoho CRM on the world's largest no-code automation platform