Microsoft Teams and ConnectWise integration + automation

Microsoft Teams and ConnectWise integrations couldn’t be easier with the Tray Platform’s robust Microsoft Teams and ConnectWise connectors, which can connect to any service without the need for separate integration tools.

Uses

All

Category

Collaboration

Connector type

Universal Connector

Triggers

None

Operations

None

Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

None

Operations

List countries DDL, List currencies DDL, List custom fields DDL, List invoice delivery methods DDL, Create company, Create company type, Create company type association, Create contact, Create invoice, List billing setups DDLShow all

See documentation >

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Senior Director Growth

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Microsoft TeamsConnectWise logo

Microsoft Teams + ConnectWise

Fast, easy ConnectWise + Teams integrations

Connect the dots between chat communications and managed services with ConnectWise + Microsoft Teams integrations on the Tray Platform. Anyone can use our low-code, visual builder to drag-and-drop together Teams, ConnectWise, and any other data source, including email, FTP, webhooks, and even flat files such as CSVs, without extensive IT resources.

Stand up custom API integrations in minutes to unsilo data across Teams, ConnectWise, and any other tools in your tech stack, including your CRM, support helpdesk, incident management, marketing automation, and email survey tools, among many others. Now you can sync important messages and customer data anywhere across your tech stack.

You can also use our platform to quickly stand up custom ConnectWise + Teams automation to ensure tight communication and flawless follow-up on any managed services issues for all your customers. We make it fast and easy to take your server, firewall, and router management to the next level by syncing ConnectWise features with data within Teams and every other tool you use every day.

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