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Zapier makes it easy to integrate ConnectWise Manage with Pipedrive - no code necessary. See how you can get setup in minutes.
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ConnectWise Manage
ConnectWise Manage
1. Choose trigger event
Pipedrive
Pipedrive
2. Choose action
1. Select the event
Setup
Test
ConnectWise Manage
Choose a trigger event
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.
Create a new record or update an existing record in your app.
Product ID
Required
Product Variation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Follower User ID
Required
Choose where to add the follower
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Content
Required
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Person Name
Email Addresses
Phone Numbers
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Project Template
Project Board
Required
Project Phase
Required
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal
Required
Remove All Existing Labels?
Labels to Remove
Labels to Add
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Deal ID
Required
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization to Update
Required
Organization Name
Organization Address
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Product ID
Required
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task
Required
Title
Project ID
Description
Done
Due Date
Assignee
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Include file data
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Type ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Lead ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Person ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Stage ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search for an Exact Match?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search By
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Project ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Term
Required
Exact Match?
Assignee
Project
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Organization Name
Required
Organization Address
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Product Name
Required
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search Term
Required
Exact Match?
Assignee
Project ID
Required
Done
Title
Required
Description
Due Date
Parent Task ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use ConnectWise Manage and Pipedrive with AI agents and code
Beyond Zap workflows. Call ConnectWise Manage and Pipedrive actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose ConnectWise Manage and Pipedrive actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Attach a File to a Record
Add Discount to Deal
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
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.
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.
Learn how to automate Pipedrive on the Zapier blog
Make work flow with AI
Level up your ConnectWise Manage to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
