Connect ConnectWise Manage and Microsoft Office 365 to unlock the power of automation
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Set up your first integration
Quickly connect ConnectWise Manage to Microsoft Office 365 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Microsoft Office 365 - 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 "Create Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Microsoft Office 365, 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 Office 365
Add contacts from new company leads.
Streamline the lead-to-customer process by using Zapier to add a new contact in Microsoft Office 365 whenever a new company is added in ConnectWise Manage. This automation saves time by removing double data entry and helps capture every potential business opportunity.
Business Owner
Get notifications for updated tickets.
Stay up-to-date with service tickets in ConnectWise Manage by leveraging Zapier to send a notification to your Microsoft Office 365 email inbox whenever a ticket is updated. This ensures you can monitor changes in real time and act immediately—reducing response time and enhancing operational efficiency.
ITCreate calendar events for new project phases.
Keep track of project deadlines efficiently. Whenever a new project phase is added in ConnectWise Manage, Zapier can create a calendar event in Microsoft Office 365 with the corresponding details, ensuring your team stays aligned on schedules and deadlines.
Project ManagementLearn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + Microsoft Office 365 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 Office 365
How does ConnectWise Manage integrate with Microsoft Office 365?
Our integration between ConnectWise Manage and Microsoft Office 365 allows you to automate workflows by setting up triggers and actions. For instance, you can create a trigger when a new contact is added in ConnectWise, which then automatically creates a contact in Office 365.
What are the common triggers available for the integration?
Common triggers include creating a new ticket in ConnectWise Manage, updating an existing ticket, or adding a new contact. These triggers can initiate actions in Office 365 such as sending an email or updating calendar events.
Can I update ConnectWise Manage tickets from an Office 365 email?
Yes, you can set up an action so that when you receive an email in Office 365, it automatically updates the relevant support ticket in ConnectWise Manage with details from that email.
Is it possible to sync calendar events between the two applications?
Indeed, by using our platform, you can synchronize calendar events between ConnectWise Manage and Office 365. For example, creating an event in one application can automatically add it to the other.
How do automated workflows work with this integration?
Automated workflows involve setting up specific triggers and actions. A trigger could be creating a new deal in ConnectWise Manage, which might automatically create a task or send notifications via Office 365.
What kind of information can be shared between these platforms through integration?
The integration allows for sharing various types of information such as contacts, calendar events, emails, tasks, and ticket updates efficiently between ConnectWise Manage and Microsoft Office 365 based on configured triggers and actions.
Do I need any special permissions to set up this integration?
You will need administrative permissions on both ConnectWise Manage and Microsoft Office 365 to configure the integration settings properly. This ensures that all triggers and actions have sufficient access rights to function smoothly across both platforms.
