Leadferno + ConnectWise Manage Integrations
How to connect Leadferno + ConnectWise Manage
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New ContactTriggers when a new contact is created.Trigger- New MessageTriggers when a new inbound or outbound message is received in an open conversation.Trigger
- New LeadTriggers when a new lead is created.Trigger
- Updated Lead StatusTriggers when the lead status is updated.Trigger
- Create ContactCreates a new contact.Action
- Send MessageSends a message to a contact.Action
- Update ContactUpdates an existing contact.Action
- Find ContactFind a contact by cellphone or email address. Warning: This is an inclusive search - if both values are provided and only one matches, we will return the contact. This could mean your follow on actions send messages etc to a contact with a different email or phone number than what was provided in the search query. Use 'Update Contact' as a follow on action if this is a concern.Action
- Leadferno
Find a contact. Optionally, create one if none are found.
Scheduled
Action
- ConnectWise Manage
Triggers when a contact is created or updated.
Instant
Trigger
- ConnectWise Manage
Triggers when a project is created or updated.
Instant
Trigger
- ConnectWise Manage
Triggers when a service ticket is created and/or updated.
Instant
Trigger
- ConnectWise Manage
Triggers when a new territory is created.
Scheduled
Trigger
- ConnectWise Manage
Creates a new company.
Scheduled
Action
- ConnectWise Manage
Creates a new contact.
Scheduled
Action
- ConnectWise Manage
Creates a new service desk or project ticket.
Scheduled
Action
- ConnectWise Manage
Create a service note or ticket note.
Scheduled
Action
- ConnectWise Manage
Updates an existing company.
Scheduled
Action
- ConnectWise Manage
Updates an existing service or project ticket.
Scheduled
Action
- ConnectWise Manage
Find a company by company identifier.
Scheduled
Action
- ConnectWise Manage
Find a contact by name, email, or other parameter.
Scheduled
Action
- ConnectWise Manage
Find a ticket by ID, Summary, or other parameter.
Scheduled
Action
- ConnectWise Manage
Find a company by Company ID. Optionally, create one if none are found.
Scheduled
Action
- ConnectWise Manage
Find a contact by name, email, or other parameter. Optionally, create one if none are found.
Scheduled
Action
- ConnectWise Manage
Find a ticket by ID, Summary, or other parameter. Optionally, create one if none are found.
Scheduled
Action
How Leadferno + ConnectWise Manage Integrations Work
- Step 1: Authenticate Leadferno and ConnectWise Manage.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Leadferno
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About ConnectWise Manage
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