This integration is in Public Beta.
Jive’s ConnectWise integration merges your phone with your CRM (customer relationship management). When someone calls you, Jive Integrations automatically searches the caller ID within ConnectWise and returns any customer records that match. Quickly add call notes to a customer’s activity details or launch their account within ConnectWise for more information.
To integrate with ConnectWise, please use Jive Integrations. Click here to learn more.
1. Click the settings icon in the left sidebar.
2. Select your Line.
3. Click Connectwise.
4. Click [CONFIGURE] to launch the Integrations Dashboard.
5. Enter your ConnectWise Company, Public Key and Private Key.
6. Click [LINK ACCOUNT].
Use Jive Integrations to search your ConnectWise directory and call your customers. When you initiate a call from the app, it first sends the call to your Jive phone, waits for you to pick it up, and then finally completes the call to the outbound number.