5 min read

Top 15 ConnectWise Manage Integrations Every MSP Should Enable

Top 15 ConnectWise Manage Integrations Every MSP Should Enable
Best ConnectWise Manage Integrations- Your Guide
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ConnectWise Manage (formerly ConnectWise Professional Services Automation) is a robust software built to help your as-a-service business. The platform allows you to achieve complete visibility and proactive management that will help you offer consistent service without interruptions.

ConnectWise Manage offers several integration options to help MSPs (Managed Service Providers) streamline business processes and improve efficiency. These integrations cover a range of different aspects, including CRM, remote management, accounting, cybersecurity, and more.

In this post, we will cover a few of the top ConnectWise Manage integrations that every MSP should enable to enhance functionality across various aspects of business management. 

Benefits of ConnectWise Manage Integrations

Before listing down the top ConnectWise Manage integrations, let's first discuss the benefits of these integrations. Some of these benefits include-

  • Improved Efficiency: Helps automate tasks and workflows, saving a great deal of time and resources. 
  • Enhanced Visibility- Allows you to gain better insights into business processes and performance. 
  • Streamlined Communication: Facilitate seamless communication between various teams and clients.
  • Enhanced Collaboration: Enables better collaboration across departments and with external partners. 

Top 15 ConnectWise Manage Integrations Every MSP Should Enable

Here are the top ConnectWise Manage integrations every MSP should enable-

1. Xero

Xero accounting software is an excellent option that integrates with ConnectWise Manage for seamless data syncing, including invoices, expenses, and payments.

How does it help?

  • Integrating ConnectWise Manage with Xero streamlines end-to-end business operations by connecting project management and accounting data.
  • This integration allows for seamless and efficient data transfer between the two platforms, thus improving financial management and business insights. 
  • The process can be facilitated through various methods, including Zapier, API integration, and other specialized integration platforms.

2. HubSpot

HubSpot facilitates seamless data synchronization between ConnectWise Manage and HubSpot CRM for better customer relationship management and streamlined marketing efforts such as automating lead generation and nurturing leads.

How does it help?

  • Helps automate and streamline your marketing efforts. 
  • Allows you to efficiently manage your sales through stronger reporting, and much more.

3. MTP

The ConnectWise Manage integration in the JumpCloud Multi-Tenant Portal (MTP) is a great option for MSP admins to stay fully updated on their costs and product usage. Apart from this, they also remain alerted on various actionable incidents in JumpCloud.

JumpCloud Multi-Tenant Portal (MTP) for MSPsource

How does it help?

  • Helps with multiple aspects, including user management, device monitoring, and alerting based on incidents within JumpCloud.
  • Allows MSPs to stay updated about their costs and product usage, ensuring accurate billing for their clients. 
  • Improves efficiency and reduces potential errors. 

4. Datto RMM

It is another good option that offers seamless integration with Datto RMM for remote monitoring and management, particularly for managed service providers.

How does it help?

  • The integration offers MSPs streamlined workflows, enhanced efficiency, and much better visibility into client IT systems.
  • By connecting these platforms, MSPs can reduce manual tasks, improve communication, and ensure faster problem resolution. 

5. Zapier

ConnectWise Manage integrates seamlessly with Zapier to connect with several applications and automate workflows. 

How does it help?

  • The Zapier ConnectWise integration allows easy automation, enhanced data flow, and improved workflows across various applications. 
  • This integration also streamlines business processes and facilitates the seamless exchange of data between ConnectWise Manage and other popular software. 

6. ImmyBot

ConnectWise integrates with ImmyBot for various tasks such as the lookup of contact email addresses and displaying their associated computers within the ConnectWise Manage environment. 

ImmyBot for MSPsource

How does it help?

  • Streamlines software deployment and allows technicians to remotely access and manage computers directly from the ticket. 
  • Enhances security information integration into the PSA, thus enabling faster threat responses and improved operational efficiency.

7. Salesforce

ConnectWise Manage integrates with Salesforce to enhance CRM capabilities and overall sales processes. It also brings the two systems together in unison for a free-flow communication of data to automate actions based on data, unifying the perspective toward customers.

How does it help?

  • It lessens manual effort and data input by creating opportunities in Salesforce through the closing of a service ticket in ConnectWise. 
  • The integration can escalate the sales process when various stages are automating from creation, quoting, and opportunity management.

8. Jira

Jira integration with ConnectWise Manage allows for seamless project management, thus allowing for agile development and collaboration.

How does it help?

  • Automate lead management, including lead capture, outreach, and reporting, which can help improve conversion rates. 
  • Streamline ticket resolution by automating various tasks and offering support teams the necessary information to resolve issues faster. 

9. Site24x7

ConnectWise and Site24x7 integration allows automatic incident ticket creation in ConnectWise Manage based on alerts from Site24x7, thus improving incident management and response times.

How does it help?

  • Facilitates enhanced visibility and issue management, leading to faster resolution times and increased efficiency. 
  • The integration also allows for automatic incident ticket creation and automated closure of tickets when alerts are resolved

10. Microsoft Teams

Another notable integration for ConnectWise is with Microsoft Teams to receive notifications about new or updated tickets, enabling faster response times and better collaboration. 

How does it help?

  • Streamlines IT service delivery by enabling real-time task insights and improved communication. 
  • This leads to faster ticket resolution, better customer experience, and increased team collaboration. 

11. Asana

ConnectWise Manage can integrate with Asana to manage various projects, tasks, and workflows, thus enhancing project collaboration and organization. 

How does it help?

  • Streamlines project management by automating various tasks and offering a centralized hub for information. 
  • Helps with data synchronization and workload balancing, leading to enhanced client satisfaction and increased profitability. 

12. ServiceNow

The integration of ServiceNow with ConnectWise Manage streamlines the management of incidents and escalates solutions through a single interface. 

How does it help?

  • With the integration, users benefit from improved communication, more visibility to the customer, and easier workflows.
  • Support teams will also have visibility to customer information in real-time, creating a more personal and effective support experience.

13. Mailchimp

Integrations with Mailchimp allow ConnectWise Manage users to seamlessly manage their email marketing campaigns and send targeted communications to clients. 

How does it help?

  • Easy and streamlined contact management, automated email marketing workflows, and improved customer engagement.
  • Facilitate automatic syncing of contacts, making it easier to keep the audience updated with the latest information from ConnectWise Manage. 

14.  UptimeToolbox

ConnectWise Manage users can integrate UptimeToolbox to easily monitor website uptime and create tickets in ConnectWise Manage for any downtime.

How does it help?

  • This leads to automated incident creation and resolution, streamlining IT operations and potentially reducing downtime. 
  • By automating the incident creation and resolution process, this integration can help you minimize downtime and quickly address issues.

15.  MSPbots

ConnectWise Manage can also be integrated with MSPBots to automate various tasks and streamline workflows. By leveraging MSPbots, MSPs can gain real-time insights into their business performance and optimize their operations as well.

How does it help?

  • The integration helps streamline workflows by automating ticket dispatching and ensuring proper escalation processes. 
  • Offers tools for analyzing agreement profitability and making data-driven decisions about pricing and service packages.
     

Through the ConnectWise Marketplace, you may connect with a wide range of third-party integrations that are necessary to surpass your clients' expectations and set up your company for expansion.

In this post, we have discussed the top 15 such integrations that every MSP should enable to be able to build an ideal tech stack.

If you are looking to get the maximum out of ConnectWise integrations, reach out and consult with our experts at Bering McKinley today. With many years of rich experience helping MSPs leverage the full potential of ConnectWise, we’re fully equipped to guide you through every step of the optimization process.

FAQs

What kind of data is exchanged during ConnectWise Manage integration?
Different data types that are exchanged during ConnectWise Manage integration include customer information, asset inventory, tickets, and more. This depends on the specific integration and the needs of the involved parties.
How does ConnectWise Manage integrations benefit businesses?
ConnectWise Manage integrations can help businesses by automating workflows, improving data consistency, and reducing manual effort, leading to increased efficiency.
How do I manage the ConnectWise integration?
Most ConnectWise integrations offer a user interface or API for managing various aspects, including the configuration, data flow, and settings.
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