Start syncing LionDesk and ConnectWise Manage two-way

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When contacts are tagged in LionDesk, merge their contacts data with those of ConnectWise Manage
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When LionDesk contacts are from a certain region, create them in ConnectWise Manage
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When contacts are considered a supplier in LionDesk, keep them in sync with ConnectWise Manage
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When contacts are not yet converted leads in LionDesk, update a custom field in ConnectWise Manage
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When contacts are owned by a salesperson in LionDesk, update their description in ConnectWise Manage
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When contacts have lead status 'New' in LionDesk, have the contacts enriched by ConnectWise Manage 's social data
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When contacts have not opted out in LionDesk, match them up to contacts in ConnectWise Manage
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When LionDesk contacts are from a certain region, apply a category to them in ConnectWise Manage
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When LionDesk contacts are from a certain location, apply tags to them in ConnectWise Manage or remove them too
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When new contacts are added in LionDesk, give them a specific rating in ConnectWise Manage
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When phone numbers are added or updated in LionDesk, make them a VIP in ConnectWise Manage
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When custom attributes are updated in LionDesk, update a custom field in ConnectWise Manage
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No more manual exporting & importing of contact lists. No more inaccurate or missing data.

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Intuitive and straightforward set-up in under 5 min. No coding required. Enterprise level security.

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Help Articles related to syncing LionDesk & ConnectWise Manage