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Salesforce Connector Powered by Bedrock Data

ConnectWise Certified
Bedrock Data powers a robust, continuous, bi-directional connector between Salesforce & ConnectWise, allowing your sales, marketing & support teams to remain aligned across both systems.
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Bedrock Data enables your support organization to harness the power of ConnectWise while maintaining alignment with your sales organization using Salesforce. Bedrock Data ensures continuity across each of your business functions while allowing each department to use their systems of choice.

The Salesforce-ConnectWise integration includes:

  • Map common fields between systems while defining the system of record for each field to drive the integration
  • Publish activities to/from each system to provide sales, marketing and service visibility to each other
  • Multi-directional sync keeps data current between all systems for both new records and updates to existing records

You can connect these objects to align your teams.

Bedrock Object

ConnectWise Object

Salesforce Object

Owner

Member

User

Contact

Contact

Contact

Company

Company

Account

Opportunity

Opportunity

Opportunity

Activity

Activity

Task

Ticket

Ticket

Case


Getting Started

The Bedrock Data team is available to answer your questions.  Let us know if you are interested in scheduling a demo or discussing your specific requirements.

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The Bedrock Data integration connectors enable the integration of ConnectWise with one or more systems to unify your view of customer and account interactions and close the loop on your business processes.

Watch 2-Min Video Overview on ConnectWise-Salesforce Connector

Available system connectors include

  • CRM: Salesforce, NetSuite, Microsoft Dynamics, SugarCRM, Vtiger CRM, Zoho and more
  • Marketing Automation: HubSpot, Marketo, Act-on, Pardot, Influsionsoft and more
  • Email: MailChimp, Constant Contact and more
  • Lead Generation: GoToWebinar, Webex, Eventbrite, Cvent and more
  • eCommerce: Shopify and more

The most robust synchronization process in the market

  • Persistent bi-directional synchronization
  • Data remains aligned across systems as records change
  • Full record synchronization to ensure data accuracy
  • De-duplicate your data records across all systems

Avoid data integration nightmares

  • No IT or engineering resources required to setup or manage
  • Don’t let point-to-point integrations lock you into a process you can’t control
  • Don’t let one-time zaps create a data mess for you as records change and don’t update. With zaps, you can’t update or move data as account or contact information changes.

Conditional Mapping Tool centrally manages your data flow between systems

  • You control the process
  • Manage conditional rules around which data syncs to which system

Key Benefits

Turn Your Data Into a Competitive Edge

  • Integrate your data for marketing, sales & support

Get Visibility & Alignment Between Departments

  • Break down data siloes with a common view of the customer

End Manual Data Uploads Between Systems

  • Save your team time and eliminate the risk for error

Critical Systems Integration Requires Specialized Systems & Support

  • Get a product & team focused on delivering & evolving quality integrations

Don’t Limit Yourself to Single Push Integrations

  • These integrations will fall down as data is continually changing and they can’t handle updates

No Engineering

  • Never touch an API, custom script or development resource for your integration needs 

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Bedrock's ConnectWise Integration is certified via the ConnectWise Invent Program.
If you need assistance with integration implementation, please send a note to support@bedrockdata.com.  

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