ConnectWise Manage + Seamless.AI

Create new contacts in ConnectWise Manage from new contacts in Seamless AI

Manage your contacts more effectively with this Seamless AI to ConnectWise Manage workflow. Whenever you add a new contact in Seamless AI, it will create a corresponding contact in your ConnectWise Manage, ensuring both platforms remain updated and aligned. This automatic process eliminates the need for manual data entry, so you can spend more time establishing connections with your contacts and less time managing them. Experience a smoother, efficient, and more productive way to handle your contacts.

Manage your contacts more effectively with this Seamless AI to ConnectWise Manage workflow. Whenever you add a new contact in Seamless AI, it will create a corresponding contact in your ConnectWise Manage, ensuring both platforms remain updated and aligned. This automatic process eliminates the need for manual data entry, so you can spend more time establishing connections with your contacts and less time managing them. Experience a smoother, efficient, and more productive way to handle your contacts.

  1. When this happens...
    Seamless.AISeamless.AI
    New Contact

    Triggers when a new "My Contact" is researched in Seamless.AI.

    TriggerInstant
  2. automatically do this!
    ConnectWise ManageConnectWise Manage
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • Lists

    • Email

    Trigger
    Instant
    Try It
    • Service Board Filter

    Trigger
    Polling
    Try It
    • New, Updated or Both

    • Service Board Filter

    • Specific Service Ticket Filter

    • Project Filter

    Trigger
    Instant
    Try It
    • FileRequired

    • Record IDRequired

    • Record TypeRequired

    • Title

    • Private?

    • Read Only?

    • Is Avatar?

    Action
    Write
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connectwise-manage logo

About ConnectWise Manage

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

Related categories

  • CRM (Customer Relationship Management)

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seamlessai logo

About Seamless.AI

Seamless.AI is a real-time B2B Sales search engine to find leads using the power of AI.

Related categories

  • Sales & CRM