Sync Contacts between ConnectWise Manage and other cloud apps

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September 22, 2017

About ConnectWise Manage

ConnectWise Manage offers clear lines of communication, error-proof ticketing and powerful documentation. Capture and track every step, maximize visibility, and establish workflows so you can deliver exceptional customer service.

Now you can sync contacts between ConnectWise Manage and these apps:

PieSync + ConnectWise Manage

If you are using ConnectWise Manage to boost your Customer Service but you also have other apps with other functions where you keep your data, then you have a challenge: To have a consistent database across your company.

The different teams of your company are constantly adding contacts to the cloud-based apps they use: your Accountancy Department uses Quickbooks, your Sales team uses Salesforce, the Marketing team uses MailChimp for their Campaigns, etc. All these teams are constantly gathering and updating contact information and it's really hard to keep it in sync.

Thanks to PieSync you and your teams can update contacts between ConnectWise Manage and your favorite cloud apps bidirectionally and in real time.

Some teams choose to perform manual operations (the old import/export). They spend hours performing manual labor, or ad-hoc PHP scripts.

This might be ok if you only have a handful of contacts, but most businesses have thousands of contacts. Updating constantly can be excruciating.

By using PieSync to sync your ConnectWise Manage contacts, you will save hours of work and since you are reducing manual entry, your data will be cleaner.

More Benefits

Custom Mapping

With the custom mapping feature. You can decide which lists of contacts in each app you want to sync. And there's more! To avoid conflicts between the apps, when a change is made in one of them, you can decide which app has the priority.

Intelligent Syncing

This is the latest feature of PieSync, it allows you to sync attributes, categories, lists, etc. Through an intuitive “Ifthisthenthat” conditional logic, you can sync contacts maintaining your segmentation for marketing, communication and support purposes.

The “ Ifthisthenthat” rules or conditions enable you to accomplish complex automatic workflows across different applications.

ConnectWise Manage contact sync

5-Minute Setup

You don’t have to waste hours of your time setting up and configuring your sync. It’s fast and easy, with one step authorizations.

No installation or download

The entire syncing solution exists in the cloud. You don’t have to install or download any additional software.

Avoid Duplications

PieSync hates duplicates just as much as you do. We eliminate duplicates by matching contacts based on their email addresses.

Add Teams

You can add your entire team to your PieSync account. This means everyone can access the most up to date data when they need it most.

Multiple plans to scale your business growth

We have multiple plans to suit businesses of all sizes. When your business grows, you can simply upgrade to the next plan.

Convinced? Sign up today for a 14-day free trial

Learn how to create your 2-way sync

Need help to configure your connection? You can always visit our Support Center to get extra information about this connection.

About Claudia Martinez

Claudia helps the marketing team by producing awesome blogs, case studies, ebooks, and newsletters. This tech-savvy writer is constantly searching for that great story behind the use case. She also loves working with our partners to create unique co-marketing campaigns.