ConnectWise Manage + Google Sheets
Track new or updated contacts in ConnectWise Manage by creating spreadsheet rows in Google Sheets
When a new or updated contact is added on ConnectWise Manage, this workflow will streamline your data management by immediately creating a specific row for them in your Google Sheets spreadsheet. It ensures efficiency by eliminating the need for manual data entry. This way, you can focus on high-value tasks and ensure your spreadsheet stays up-to-date with your ConnectWise Manage contacts.
When a new or updated contact is added on ConnectWise Manage, this workflow will streamline your data management by immediately creating a specific row for them in your Google Sheets spreadsheet. It ensures efficiency by eliminating the need for manual data entry. This way, you can focus on high-value tasks and ensure your spreadsheet stays up-to-date with your ConnectWise Manage contacts.
- When this happens...New/Updated Contact
Triggers when a contact is created or updated.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItCompany 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
Service Board Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItFileRequired
Record IDRequired
Record TypeRequired
Title
Private?
Read Only?
Is Avatar?
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
