Is it's possible to link a contact to a company in ConnectWise after it has been imported from Keap. Unfortunately, using Zapier, I haven't discovered a seamless method for this, and currently, it involves a manual step post-importing both the company and contact.
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+14- Zapier Expert
- 31139 replies
Hi
When you create a Contact there is a filed for Company.
You likely need to map the ConnectWise Company ID from a previous step.
If you still need help, post screenshots with how the steps are outlined and configured.
- Beginner
- 5 replies
Hi, I have tried mapping it with serveral different field and always get the same message
Failed to create a contact in ConnectWise Manage
The app returned "An unexpected database error has occurred.".
but it still created the contact in CW just not attached to company.
+14- Zapier Expert
- 31139 replies
Company field expects a number as indicated by the 123 icon.
You likely need to map the ConnectWise Company ID from a previous step.
Help article about mapping variables to dropdown fields:
+14- Zapier Expert
- 31139 replies
You probably don’t need Step 5, if you are trying to find the same Company that was created in step 3.
Instead, map the ID from Step 3 to the ConnectWise Create Contact step.
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