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Business productivity ⇄ CRM

ConnectWise to Drift integration — real-time, two-way sync

Keep ConnectWise and Drift in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect ConnectWise and Drift

Sync what happens in ConnectWise with the customer records in Drift, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever ConnectWise holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Opportunities, Agreements, Projects, Time Entries in ConnectWise to Contacts, Conversations, Messages, Accounts in Drift with bi-directional, real-time sync. Activity and record changes in ConnectWise update the matching contact or account in Drift, and CRM data flows the other way wherever ConnectWise can store and use it.

Common use cases

  • Sync ConnectWise companies and contacts with a CRM so sales and service teams work from the same account list.
  • Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • Sync Drift-captured contacts into the CRM so chat-sourced leads enter standard sales workflows immediately.
  • Land conversation transcripts and outcomes in a warehouse for funnel and chat-to-pipeline analysis.

Where ConnectWise processes payments

Charges, refunds, and subscription changes appear on the account in Drift, so revenue context lives with the relationship.

Where ConnectWise can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Drift sync into ConnectWise, so people working there have the context without switching tools.

Where ConnectWise handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Drift, so sales sees open issues before the next call.

What you can sync between ConnectWise and Drift

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

ConnectWise objects Drift objects
Activities Sales and service activity records synced for engagement reporting. Messages Individual messages within a conversation, used for transcript and intent analysis.
Companies Client and prospect account records that anchor most other PSA data in a sync. Accounts Company records used for account-based routing and targeting.
Contacts People attached to companies, commonly synced against CRM contact records. Users Agents and sales reps who own conversations and meetings.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Playbooks Bot flows that generate conversations and qualify visitors.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Meetings Meetings booked through Drift, synced to CRM as sales activities.
Agreements Recurring contracts and managed-service agreements used for billing reconciliation. Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object.
What ships with ConnectWise ⇄ Drift

Connect ConnectWise and Drift for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every ConnectWise–Drift connection.

Real-time

Two-way sync

Changes in ConnectWise or Drift instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or Drift data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single ConnectWise or Drift record.

Observability

Monitoring

Track your ConnectWise ⇄ Drift sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between ConnectWise and Drift.

How the ConnectWise and Drift connectors work

ConnectWise

Integration surface
REST API
Authentication
Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
Change detection
Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits per company and integration

Drift

Integration surface
REST API
Authentication
OAuth 2.0 via apps registered on the Drift developer platform
Change detection
Webhook events for new conversations, messages, and contact changes; polling for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

How to connect ConnectWise to Drift — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate ConnectWise and Drift with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    ConnectWise connected
    Drift connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the ConnectWise and Drift objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · ConnectWise ⇄ Drift
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    ConnectWise Drift
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

ConnectWise and Drift integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for ConnectWise and Drift.

Popular · 8 of 386
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