Connect ConnectWise Manage and Microsoft Outlook to unlock the power of automation
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Set up your first integration
Quickly connect ConnectWise Manage to Microsoft Outlook with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Microsoft Outlook - 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 Attendees to Calendar Event" in Microsoft Outlook.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Microsoft Outlook, 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 Microsoft Outlook
Get meeting reminders with ticket details.
Ensure effective client engagement. When a calendar event starts in Outlook, Zapier fetches relevant ticket information from ConnectWise Manage and compiles it for review. This allows business owners to enter meetings fully prepared, reducing missed details and increasing client satisfaction.
Business Owner
Monitor ticket updates via email.
Stay on top of IT service tickets. When a service ticket is created or updated in ConnectWise Manage, Zapier sends an email notification through Outlook. This keeps IT professionals informed in real-time, improving ticket resolution speed and team coordination.
ITAdd marketing contacts via email triggers.
Streamline contact management. When a new contact is added in Outlook, Zapier automatically creates or updates the contact in ConnectWise Manage. This ensures your marketing database is always current, improving segmentation and engagement rates.
Marketing & Marketing OpsLearn how to automate Microsoft Outlook on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + Microsoft Outlook 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 Microsoft Outlook
How do I integrate ConnectWise Manage with Microsoft Outlook using your platform?
To integrate ConnectWise Manage with Microsoft Outlook, you need to set up a 'Zap' on our platform. You'll choose a trigger event from ConnectWise Manage, such as creating a new ticket, and an action event in Outlook, like sending an email. Follow our step-by-step guide to authenticate both applications and map the necessary fields.
What triggers in ConnectWise Manage can initiate actions in Microsoft Outlook?
Our integration supports various triggers in ConnectWise Manage such as new ticket creation, ticket updates, or new company creation. These can initiate actions like sending emails or creating calendar events in Outlook.
Can I update calendar events in Microsoft Outlook from ConnectWise Manage?
Yes, our integration allows you to update Outlook calendar events based on specific triggers in ConnectWise Manage. For instance, updating a service ticket can automatically reschedule related appointments in your Outlook calendar.
Is it possible to send emails through Microsoft Outlook when tickets are updated in ConnectWise Manage?
Absolutely! When a ticket is updated in ConnectWise Manage, you can configure an action that sends out an email notification via Microsoft Outlook to keep your team informed.
How do I authenticate my accounts for integration between these platforms?
During the setup of your Zap, you'll be prompted to log into both your ConnectWise Manage and Microsoft Outlook accounts. Our platform uses secure authentication methods to ensure your data remains protected throughout the process.
Are there pre-built templates for common integration scenarios?
Yes, we offer several pre-built Zap templates that cover common scenarios like syncing contacts or automating email notifications between ConnectWise Manage and Microsoft Outlook. You can customize these templates according to your needs.
What should I do if I encounter issues during the integration setup?
If you run into any problems while setting up the integration between ConnectWise Manage and Microsoft Outlook, check our troubleshooting guides available within the platform's help section. Our support team is also ready to assist you with any specific queries.
