1.Detect new or updated contact
Integrate ConnectWise Manage and service management tools to watch for new or changed contact records to trigger outreach updates.
Add decision maker contacts to prospect outreach list
Automatically monitor new or updated contact records across ConnectWise Manage, and LeadConnector. Create and update tagged decision makers when contact records change, contact emails update, or contact phone fields change—so you can enrich company context, apply decision maker tagging, and keep your outreach list current without manual prospecting.
How this automation accelerates your decision maker outreach
When new or updated contact records land in your service system, outdated outreach lists slow follow up. This automation finds the contact's company, filters for active MSP companies, and adds or updates decision maker tagged contacts—so your team can prospect at the right time.
ConnectWise Verwaltenor swap with your favorite app
2.Find company details for contact
Integrate ConnectWise Manage and company lookup tools to find the contact's company to pull company status and type for routing.
3.Filter by company status and type
Integrate Filter by Zapier and data validation checks to continue only for active, MSP-type companies and eligible contact types.
Filter von Zapieror swap with your favorite app
4.Add or update decision maker contact
Integrate LeadConnector and contact mapping tools to add or update outreach contacts, apply the Decision Maker tag, and set lead flags.
LeadConnectoror swap with your favorite app
Automate your work, your way
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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