HELP FILE

How do I integrate with ConnectWise?

Integrate your phone system with Connectwise. Each time you make or receive calls, Jive Integrations automatically looks for any customers that match the caller ID and logs the call with options to add a contact, launch their account, or add call notes.

  1. Download and install Jive Integrations for your operating system:
  2. Open and log in to Jive Integrations with your Jive credentials.
  3. Click Jive Integrations Settings Icon in the left sidebar and then choose your Line.
  4. Choose Connectwise.
  5. Click Configure to launch the Integrations Dashboard.
  6. In the new window, enter your ConnectWise Company, Public Key, and Private Key.

    Note: If you change your ConnectWise password, unlink your account and reconnect using the steps above.

  7. Click Link Account.
When you initiate a call from the app, it first sends the call to your desk phone or GoToConnect, waits for you to pick it up, and then finally completes the call to the outbound number.