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Business productivity ⇄ CRM

ConnectWise to ZoomInfo integration — real-time data sync

Keep ConnectWise and ZoomInfo 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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Migrated from Mulesoft
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Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect ConnectWise and ZoomInfo

Flow ZoomInfo data into ConnectWise in real time — no exports, no schedulers, no custom scripts.

ZoomInfo is a read-only source: Stacksync reads its data in real time and delivers it into ConnectWise, so ConnectWise always reflects the current state of ZoomInfo — without exports, scripts, or schedulers.

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.

Common use cases

  • Keep configuration (asset) records aligned with an external CMDB or RMM tool.
  • Sync time entries to payroll or BI tools for utilization analysis across technicians.
  • Feed technographic data into territory plans or scoring models in a warehouse.
  • Align CRM account hierarchies with ZoomInfo's corporate hierarchy data.

Where ConnectWise handles support or shared inboxes

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

Where ConnectWise supplies contact or company data

Enriched fields land directly on records in ZoomInfo, and refreshes keep them from going stale.

Where ConnectWise processes payments

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

What you can sync between ConnectWise and ZoomInfo

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 ZoomInfo objects
Members Internal users and technicians referenced by tickets and time entries. Technographics Technology install data per company, used for segmentation and territory planning.
Activities Sales and service activity records synced for engagement reporting. Company Hierarchies Parent and subsidiary linkage used to align CRM account hierarchies.
Companies Client and prospect account records that anchor most other PSA data in a sync. Company Profiles Firmographic records covering industry, size, revenue, and location, matched against CRM accounts.
Contacts People attached to companies, commonly synced against CRM contact records. Contact Profiles Person records with title, email, phone, and company linkage, used to enrich leads and contacts.
Service Tickets Support and service desk tickets, including status, board, and priority fields. Intent Signals Company-level topic scores indicating in-market buying behavior.
Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. Scoops Event-driven signals such as leadership changes, funding rounds, and new projects.
What ships with ConnectWise ⇄ ZoomInfo

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever ConnectWise or ZoomInfo 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 ZoomInfo record.

Observability

Monitoring

Track your ConnectWise ⇄ ZoomInfo 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 ZoomInfo.

How the ConnectWise and ZoomInfo 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

ZoomInfo

Integration surface
REST API organized around search and enrich endpoints
Authentication
API credentials exchanged for a short-lived JWT
Change detection
Scheduled re-enrichment and polling; the platform is primarily a lookup and enrichment source, not an event stream
Capabilities
read
Rate limits
Usage is metered by credits and contract-based limits rather than a single public rate limit.
How it works

How to connect ConnectWise to ZoomInfo — 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 ZoomInfo 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
    ZoomInfo connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the ConnectWise and ZoomInfo 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 ⇄ ZoomInfo
    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 ZoomInfo
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

ConnectWise and ZoomInfo 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 ZoomInfo.

Popular · 8 of 386
All ConnectWise integrations All ZoomInfo integrations Browse all integrations
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