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How to connect ConnectWise Manage + Pipedrive

Onlizer provides you with all required tools to setup connection and send info between ConnectWise Manage and Pipedrive automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect ConnectWise Manage and Pipedrive accounts

2

Integrate

Customize your ConnectWise Manage to Pipedrive integration

3

Launch

Run automation ConnectWise Manage + Pipedrive online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer Studio

Create customized individual integration of ConnectWise Manage to Pipedrive with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates ConnectWise Manage and Pipedrive with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Onlizer Studio integration setup

Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Automated WhatsApp notifications to boost productivity and reduce delays

Our customer: Leading USA pizza restaurants and delivery network
Goal: Boost customer satisfaction, reduce delays for issues resolving and decision-making
Solution: Automated events tracking for Zendesk, Trello, HubSpot, ConnectWise Manage, Power BI and notifications delivery in WhatsApp

  • 20%

    More second sales to existing customers

  • 4.5 / 5

    Stars average customers feedback

  • x4

    Reduced issues resolution time

  • Daily

    Reports and business insights available

Read more about integration case

ConnectWise Manage + Pipedrive integration ideas

Support or submit ConnectWise Manage and Pipedrive integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Create Person in SAP when created in Pipedrive
Upvote: 1
Create a task in ClickUp when a deal status stage changed in Pipedrive
Upvote: 1
Create a deal in Pipedrive when a task created in ClickUp
Upvote: 1

Explore ConnectWise Manage and Pipedrive integration features

You can easy create integration for ConnectWise Manage and Pipedrive using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Ticket created in ConnectWise Manage

Trigger activates when new ticket was created

Try trigger Trigger
Ticket note created in ConnectWise Manage

Trigger activates when new public ticket comment was created

Try trigger Trigger
Ticket updated in ConnectWise Manage

Trigger activates when ticket was updated

Try trigger Trigger
Deal created in Pipedrive

Trigger activates when deal was created in Pipedrive

Try trigger Trigger
New Note created for Deal in Pipedrive

Event triggers when new note was added to Deal

Try trigger Trigger
Deal Stage changed in Pipedrive

Trigger activates when Stage of Deal was changed in Pipedrive.

Try trigger Trigger
Deal updated in Pipedrive

Trigger activates when deal was updated in Pipedrive

Try trigger Trigger
Create ticket in ConnectWise Manage

Allows to create new service ticket

Try action Action
Update ticket in ConnectWise Manage

Allows to update existing ticket.

Try action Action
Add note to ticket in ConnectWise Manage

Create new text note and add it to ticket. Note can be external discussion, internal note or resolution.

Try action Action
Get boards in ConnectWise Manage

Returns boards list.

Try action Action
Get statuses in ConnectWise Manage

Returns statuses list for board.

Try action Action
Get currencies in Pipedrive

Returns currencies list

Try action Action
Get deals custom fields in Pipedrive

Returns deals custom fields list. Maximum 100 records per request

Try action Action
Add note to deal in Pipedrive

Create new note for Pipedrive deal

Try action Action
Create a deal in Pipedrive

Creates a new deal

Try action Action
Update deal in Pipedrive

Allows to update the deal

Try action Action

FAQ

Connect ConnectWise Manage and Pipedrive in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for ConnectWise Manage and Pipedrive to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect ConnectWise Manage and Pipedrive accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for ConnectWise Manage to Pipedrive online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect ConnectWise Manage and Pipedrive seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Pipedrive when event occured in ConnectWise Manage or when data changed in Pipedrive to perform action in ConnectWise Manage. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like ConnectWise Manage and Pipedrive to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect ConnectWise Manage and Pipedrive with 300+ services like: