Bedrock Data powers a pre-built, expert level integration between Infusionsoft and ConnectWise Manage. The integration is bi-directional, continuous, and clean- goodbye duplicates! Keep your sales, marketing, and support teams aligned.
We know ConnectWise. We know Infusionsoft. Our Boston, MA based team eats, sleeps, and breathes integrations. With our included onboarding process, we'll get your integration running quickly & easily- never any coding or IT involvement required.
You can find more details, screenshots, and a demo video on our page here.
If you'd like to talk with us, you can schedule a conversation with one of our specialists here or chat with us live at bedrockdata.com.
Key Use Cases
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.
Give sales visibility to Infusionsoft data in ConnectWise Map Infusionsoft fields & tags to ConnectWise so that your sales reps can see key data in the ConnectWise interface they use every day.
Automate segmentation of ConnectWise data via Infusionsoft Sync ConnectWise account and contact data to Infusionsoft, to power your segmentation and targeting for Infusionsoft campaigns.
Wizard setup to manage your data mappings & rules You don’t need coding or a technical background to manage your Infusionsoft-ConnectWise integration. Bedrock Data allow you to map fields across systems and control rules such as system of record for each field.
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.
Integrate Infusionsoft & ConnectWise Manage Companies, Contacts, Tags, and Opportunities.
No code whatsoever to map data & manage rules.
Multi-directional sync keeps data aligned between both systems.
Included onboarding with a dedicated specialist.
Certified partner of both InfusionSoft and ConnectWise.
Cloud and On-Premise supported.
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