ZoomInfo ConnectWise Manage

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.

Try:

See all ZoomInfo + ConnectWise Manage integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

ZoomInfo Explore ZoomInfo →

Triggers
New lead

Fires when ZoomInfo finds or captures a new lead.

New contact

Fires when a new contact is added to a list in ZoomInfo.

New company

Fires when a new company matches a saved search in ZoomInfo.

Actions
Enrich a contact

Adds job title, phone and company data to a contact with ZoomInfo.

Enrich a company

Looks up firmographic data for a company with ZoomInfo.

Find an email

Finds and verifies a prospect's work email with ZoomInfo.

ConnectWise Manage Explore ConnectWise Manage →

Triggers
New ticket

Fires when a new ticket or incident is logged in ConnectWise Manage.

Ticket updated

Fires when a ticket or incident is updated in ConnectWise Manage.

New record

Fires when a new user, client or device record is added in ConnectWise Manage.

Actions
Create ticket

Creates a ticket or incident in ConnectWise Manage.

Update ticket

Updates an existing ticket or incident in ConnectWise Manage.

Add note

Adds a note to a ticket in ConnectWise Manage.

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

See all ZoomInfo + ConnectWise Manage integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update sales deal stages when releases launch” between ZoomInfo and ConnectWise Manage?

Yes — describe it in the box above and Knit's Integrations Agent researches ZoomInfo and ConnectWise Manage's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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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