ConnectWise Manage + LoyaltyLoop

Submit customer data in LoyaltyLoop for new or updated ConnectWise Manage tickets

Streamline your follow-up workflows with this integration. Set up this Zap to automatically send your ticket contact details in ConnectWise Manage to LoyaltyLoop when the ticket is updated. If the ticket has a closed date, LoyaltyLoop can then automatically engage the contact for feedback and reviews following their experience.

When this happens...
New/Updated Ticket
Triggers when a service ticket is created and/or updated.
TriggerInstant
automatically do this!
Submit Customer Data
Submit customer data for the survey you specify.
ActionWrite

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Supported triggers and actions

- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
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- New, Updated or Both
- Board Filter
- Project Filter
Trigger
Instant
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New Territory
Triggers when a new territory is created.
Trigger
Polling
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- 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
Action
Write
- SummaryRequired
- CompanyRequired
- Record TypeRequired
- Priority
- Initial Description
Action
Write

- CompanyRequired
- Company Name
- Status
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Param Number
- Parameter 1Required
- Value 1Required
Action
Search
- Ticket TypeRequired
- Param Number
- Parameter 1Required
- Value 1Required
Action
Search
- Param Number
- Parameter 1Required
- Value 1Required
- 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
Action
Search or write
- Launch Data
Trigger
Polling
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- Survey IDRequired
- EmailRequired
- First Name
- Last Name
- Full Name
- Customer Title
- Company Name
- Address 1
- Address 2
- City
- State
- Zip Code
- Phone
- Cell Phone
- Transaction Date
- Sales Rep
- Customer ID
- Location ID
- Transaction ID
- Transaction Type
- Transaction Description
- Sale Price
Action
Write

- Service Board Filter
Trigger
Polling
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- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project Filter
Trigger
Instant
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- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
Action
Write
- 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
Action
Write
- Ticket TypeRequired
- TextRequired
- Detail Description
- Internal Analysis
- Resolution
Action
Write
- Ticket TypeRequired
- Summary
Action
Write
- Company IdentifierRequired
Action
Search
- IdRequired
Action
Search
- Company IdentifierRequired
- 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
Action
Search or write
- Ticket TypeRequired
- Param Number
- Parameter 1Required
- Value 1Required
- SummaryRequired
- CompanyRequired
- Record TypeRequired
- Priority
- Initial Description
Action
Search or write
- Survey IDRequired
Trigger
Polling
Try It