How to connect Add to Calendar PRO with ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
Integrate ConnectWise Manage with Add to Calendar PRO to seamlessly manage client interactions and events. Automatically log RSVPs, create events for new deals, and keep your CRM data up to date.
Integration Examples
Log RSVPs
Automatically add a note or activity to a contact in ConnectWise Manage when they RSVP to an event.
Create events from deals
When a deal reaches a certain stage in ConnectWise Manage, automatically create a kickoff event in Add to Calendar PRO.
Update contact info
If a user provides new details during RSVP, automatically update their contact record in ConnectWise Manage.
How to connect Add to Calendar PRO with ConnectWise Manage
- Create a Zapier account if needed.
- Connect Add to Calendar PRO with the API key generated in the application.
- Create a Zap and choose Add to Calendar PRO or ConnectWise Manage as the trigger.
- Choose the next action, test the Zap, then activate it.