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Connect Connectwise Manage to Zoho Crm like Magic

How to Use Magical to Transfer Data from Connectwise Manage to Zoho Crm
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Transfer Data from Connectwise Manage to Zoho Crm: A Step-by-Step Guide

With Magical, you can transfer data from Connectwise Manage to Zoho CRM in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Connectwise Manage to Zoho CRM, helping you streamline your workflow and optimize your business processes.

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What Connectwise Manage data can you transfer

Magical enables you to transfer a wide array of data from Connectwise Manage to Zoho Crm. Here are some examples of the information you can extract:

Project Name
Task Details
Due Date
Assigned To
And move more types of information by creating your own custom labels.

How to Transfer data from Connectwise Manage to Zoho Crm using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Connectwise Manage to Zoho CRM for more efficient business operations. Follow these steps:

  1. Sign in to your Connectwise Manage account and open the record containing the data you want to transfer, such as contact information and account details.
  2. In Connectwise Manage, label the information you want to transfer with Magical, like Contact Name, Email Address, or Account Details.
  3. Sign in to your Zoho CRM account and open the record where you want to add the Connectwise Manage data.
  4. Type "//" in an empty field and select the information you want to transfer from Connectwise Manage such as Contact Name, Company, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Connectwise Manage and Zoho Crm

Efficient data management is crucial to maintaining smooth business operations. Connectwise Manage is a powerful business management platform and Zoho CRM is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your business processes. By leveraging Magical, you can easily move information from Connectwise Manage to Zoho CRM, allowing you to focus on improving your business operations and customer satisfaction.

Other ways to connect Connectwise Manage and Zoho Crm

Using Zapier

Zapier provides a seamless connection between Connectwise Manage and Zoho CRM, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Connectwise Manage and Zoho CRM is by directly utilizing their APIs. By integrating both APIs, you empower your team with real-time insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.

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Common questions


Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Connectwise Manage and transfer data directly to Zoho Crm. The extension is designed to simplify the process of data collection by automating the extraction of information from Connectwise Manage. Magical is free, easy to use, and it can save you a lot of time and effort.


To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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