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Set up your first integration
Quickly connect ConnectWise Manage to Gmail with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Gmail - no code necessary. See how you can get setup in minutes.
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 Label to Email" in Gmail.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Gmail, 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
Try ItTriggerInstant- New, Updated or Both
- Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - Company_nameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- First NameRequired
- Last NameRequired
- 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
ActionWrite
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Practical ways you can use ConnectWise Manage and Gmail
Send email confirmations for new tickets in ConnectWise.
When a new service ticket is created in ConnectWise Manage, Zapier automatically sends an email confirmation from Gmail to the client. This ensures consistent communication, reduces manual email drafting, and speeds up ticket-related updates.
Business Owner
Receive email alerts for updated service tickets.
When a service ticket is updated in ConnectWise Manage, Zapier triggers an email alert via Gmail to notify the team. This helps IT teams stay informed of ticket status changes, ensuring prompt resolutions.
ITNotify the team about new company contacts.
When a new company contact is created in ConnectWise Manage, Zapier sends a Gmail notification to the sales team. This ensures team members are aware of updated contact information, enhancing coordination and follow-ups.
Sales Ops
