HELP FILE

How to I integrate with ConnectWise?

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. 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. Quickly add call notes to a customer’s activity details or launch their account within ConnectWise for more information.

Download Jive Integrations

  1. Download Jive Integrations.
  2. Open and run the downloaded the install file.
  3. Follow the on-screen instructions.

Link ConnectWise to Jive Integrations

  1. Open and log in to Jive Integrations.
  2. Click the settings icon in the left sidebar.
  3. Select your Line.
  4. Click Connectwise.
  5. Click [CONFIGURE] to launch the Integrations Dashboard.
  6. Enter your ConnectWise Company, Public Key and Private Key.
  7. Click [LINK ACCOUNT].