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Pipedrive logoPipedrive logo

ConnectWise Manage + Pipedrive

ConnectWise Manage + Pipedrive

ConnectWise Manage + Pipedrive integrations

Create new companies in ConnectWise Manage for every new deal in Pipedrive

Easily keep your business data consistent and updated between Pipedrive and ConnectWise Manage with this handy workflow. Whenever a new deal arises in Pipedrive, a corresponding company gets created in ConnectWise Manage. No more time-consuming manual data entry, this automation ensures your system maintains up-to-date information for improved business efficiency.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this!
    Create Company
    Create Company
    Create CompanyCreates a new company.
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More things you can do with Pipedrive and ConnectWise Manage

Discover other triggers and actions you can use with Pipedrive and ConnectWise Manage

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
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pipedrive logo
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.
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