Pre-built ConnectWise & Infusionsoft integration

  • Integrate Infusionsoft & ConnectWise companies, contacts & opportunities
  • No code whatsoever to map data & manage rules
  • Multi-directional sync keeps data aligned between both systems
  • ConnectWise's preferred marketing integrator, using ConnectWise’s REST API & supporting both cloud & on-premise
  • Certified partner of both Infusionsoft & ConnectWise

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Bidirectionally sync & de-duplicate data across Infusionsoft & ConnectWise

Accurate, complete & consistent data helps your sales & marketing teams perform more effectively.

As new data records are created (contacts, accounts, opportunities), they are connected to any pre-existing records in the other system – ensuring no duplicates – and as records update, they remain aligned. You won’t run into the data duplication issues that you'll get with one-way sync processes.

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Automate segmentation of ConnectWise data via Infusionsoft

Sync ConnectWise account and contact data to Infusionsoft, to power your segmentation and targeting for Infusionsoft campaigns.


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Give sales visibility to key Infusionsoft data in ConnectWise

Infusionsoft gathers key information on prospects and manage them through contact fields or tags.

Map these fields to ConnectWise so that your sales reps can see this key Infusionsoft intelligence quickly and easily, natively in the interface they use every day.


Contact Our Team
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Feed opportunity data from ConnectWise to Infusionsoft

Infusionsoft has powerful reporting leveraging sales opportunity data.

Bedrock Data automatically connects opportunities in ConnectWise back to Infusionsoft to populate opportunity data that wouldn’t otherwise be possible.


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Our Infusionsoft-ConnectWise Object Mapping

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Company

Company (Read, Create, Update)
Company (Read, Create, Update)

Contact

Contact (Read, Create, Update) - including reading tags
Contact (Read, Create, Update)

Opportunity

Opportunity (Read, Create, Update)
Opportunity (Read)

Activity

Activity (Read, Create)
Activity (Read, Create)

Speak to a Specialist

Let's discuss your Infusionsoft-ConnectWise integration

Infusionsoft-ConnectWise Integration Walkthrough

Take a tour of our Infusionsoft-ConnectWise integration in this video.
 

Related Resources

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The Mega Guide to ConnectWise Integrations

Get the Guide
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Bedrock Data Now Feeds Infusionsoft Tags to ConnectWise

Read the Article
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