ZoomInfo ConnectWise Manage

ZoomInfo + ConnectWise Manage Integrations, Built by an AI Agent

Put ZoomInfo + ConnectWise Manage to work with AI and enterprise-grade automation

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See the kind of workflows teams build with ZoomInfo and ConnectWise Manage below — describe the exact one you want above and the Agent builds it on demand.

ZoomInfo + ConnectWise Manage Sync new intent events from ZoomInfo into ConnectWise Manage to update your sales opportunities. See details
Log technical issues directly to deal activities When a new issue is captured in ConnectWise Manage, automatically log an activity in ZoomInfo so account managers stay informed about bugs affecting their accounts. See details
Turn sales milestones into engineering onboarding tasks When a deal stage changes in ZoomInfo, automatically create a new issue in ConnectWise Manage to notify developers to start implementation. See details
Update sales deal stages when releases launch When a successful deployment is tracked in ConnectWise Manage, automatically update the deal stage in ZoomInfo to keep revenue teams aligned on product deliveries. See details

Browse the full workflow library →

Looking to achieve something else with ZoomInfo and ConnectWise Manage?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for ZoomInfo and ConnectWise Manage

Everything ZoomInfo and ConnectWise Manage can do inside a workflow — the triggers that start one and the actions that run when it fires.

ZoomInfo Explore ZoomInfo →

ZoomInfo is a business intelligence and lead generation database that provides sales and marketing teams with accurate contact and company insights.

Triggers
New Intent

Triggers when ZoomInfo detects signals that your target buyers are primed for a purchase.

Actions
Account Summary

Retrieve the account summary for a specific company.

Enrich Corporate Hierarchy

Returns the full corporate hierarchy for a company, including parent, subsidiaries, and acquisitions. Consumes a credit per record enriched.

Enrich Company

Lookup any company in ZoomInfo and return all available data.

Reveal IP

Resolves an IPv4 address to a matching ZoomInfo company record using the Company Enrich endpoint. IPv6 addresses are not currently supported. Each successful match consumes 1 enrichment credit unless the record is already under management.

Enrich Org Charts

Returns ZoomInfo contacts at a company by department and seniority, filtered by minimum contact accuracy. Consumes a credit per successful request.

Get Signals

Retrieves sales intelligence signals (funding, leadership changes, intent spikes, hiring, etc.) for up to 50 companies. Returns a "signals" field containing all results, which can be looped over using Looping by Zapier. Requires ZoomInfo Copilot access.

ConnectWise Manage Explore ConnectWise Manage →

A professional services automation software that integrates business operations, ticketing, project tracking, and customer billing.

Triggers
New/Updated Contact

Triggers when a contact is created or updated.

New Ticket Note

Triggers when a new ticket note is created.

New/Updated Project

Triggers when a project is created or updated.

New/Updated Ticket

Triggers when a service ticket is created and/or updated.

New Territory

Triggers when a new territory is created.

Actions
Attach a File to a Record

Upload a file and attach it to a record.

Create Company

Creates a new company.

Create Contact

Creates a new contact.

Create Ticket

Creates a new service desk or project ticket.

Create Ticket Note

Create a service note or ticket note.

Update Company

Updates an existing company.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about ZoomInfo + ConnectWise Manage

Is there a pre-built ZoomInfo + ConnectWise Manage automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ZoomInfo and ConnectWise Manage's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built ZoomInfo or ConnectWise Manage connector?

No. The Agent works whether or not ZoomInfo or ConnectWise Manage already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why should I integrate my developer tool with my CRM?

Connecting ConnectWise Manage to ZoomInfo helps sales and engineering align by automatically keeping deal records updated with deployment status and critical software issues.

Can changes in sales deal stages automatically create technical tasks?

Yes, when a deal stage updates in ZoomInfo, you can automatically create an issue in ConnectWise Manage to kick off client onboarding or custom engineering work.

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