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Set up your first integration
Quickly connect ConnectWise Manage to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Pipedrive - 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 Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Pipedrive, 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 Pipedrive
Sync engineering tickets to Pipedrive
Effortlessly track progress by managing tickets in your CRM tool. When a new project ticket is created in ConnectWise Manage for your engineering team, Zapier will automatically create a corresponding project in Pipedrive. This streamlines project monitoring and ensures systems are updated.
EngineeringTrack ticket updates in CRM
Keep your team informed about ongoing IT requests. When a ticket is created or updated in ConnectWise Manage, Zapier will create or update a related deal in Pipedrive. This automation increases visibility into ticket-driven processes and keeps teams aligned.
ITLearn how to automate Pipedrive on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + Pipedrive 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 Pipedrive
How does the ConnectWise Manage and Pipedrive integration work?
The integration works by using specific triggers and actions. For instance, when a new ticket is created in ConnectWise Manage, it can trigger an action to create a deal in Pipedrive or update existing ones. We facilitate the seamless transfer of data so you can automate your workflows.
What are the key triggers available in this integration?
Key triggers include when a new ticket is created, updated, or closed in ConnectWise Manage. These events can trigger actions like creating a new contact, updating deal stages, or adding notes in Pipedrive.
Can I customize the actions that occur when a trigger is activated?
Yes, you can customize actions based on the triggers you select. For example, when a project status changes in ConnectWise Manage, you could set an action to update the corresponding deal progress or send an alert via Pipedrive.
Is it possible to integrate service tickets from ConnectWise Manage into Pipedrive?
Absolutely. When a service ticket is created or updated in ConnectWise Manage, you can automate tasks such as creating matching deals or updating contact information in your Pipedrive account.
Do I need coding skills to set up this integration?
No coding skills are needed. Our integration setup process involves selecting desired triggers and actions through a straightforward interface. This makes it accessible for users with any level of technical expertise.
How often do updates sync between ConnectWise Manage and Pipedrive?
Data sync frequency depends on the specific configuration and needs. Typically, syncs occur automatically shortly after a trigger event happens within ConnectWise Manage or Pipedrive according to your setup preferences.
Can multiple actions be triggered by one event?
Yes, one trigger event such as creating a new company record in ConnectWise Manage can initiate multiple actions like generating deals and tasks in Pipedrive simultaneously.