We are running into issues creating Zaps between ConnectWise Manage and Mailchimp. We are trying to create a zap so that when a prospect is added to ConnectWise, it creates a new contact in MailChimp and tags it as a prospect. Unfortunately, it seems that Zapier doesn’t pull the “Company Type” information we have in ConnectWise which is what tells us whether a contact is a prospect or a client. To work around this we thought we could add a tag called “Prospect” in ConnectWise and have this trigger the zap to create the new contact in MailChimp and tag it as a prospect. Now, however, it seems that Zapier can’t read the new type and it is also pulling inactive contacts from ConnectWise.
Has anyone else had issues with this? What did you do to work around it? Or, are we being dumb and going about this the wrong way? Help!
