ConnectWise
Connect ConnectWise for automatic call logging, screen pop, click-to-dial, and AI-powered call transcription.
ALSO AVAILABLE FOR
- AT&T Office@Hand
- Avaya Cloud Office
- BT Cloud Work
- RingCentral with Verizon
- TELUS Business Connect
- Vodafone Business UC
These service providers are built on top of the RingCentral Platform. Apps that work for RingCentral also work for these service providers.
ConnectWise app integration
Screen Pop with Matching Caller Details, Ticket Linking, AI Transcription and Task Creation — all without manual entry.
Built specifically for ConnectWise and RingCentral users
The Captivo integration for ConnectWise connects your RingCentral phone system directly with your ConnectWise instance, so every call your company makes or receives is automatically matched to the right contact, company, and ticket.
What it does:
Screen Pop & Call Pop
When a call comes in, Captivo Labs instantly surfaces the matching ConnectWise contact, company, or ticket — no manual searching, no missed context.
Contact & Ticket Lookup
Every inbound and outbound call is automatically matched against your ConnectWise database. Caller details and the linked ticket appear before you even pick up.
AI Call Transcription
Every call is transcribed automatically using RingCentral's built-in AI. Full transcripts are attached to the ticket in ConnectWise — searchable and ready for review.
AI Task Identification
Analyses each call transcript and surfaces follow-up tasks detected in the conversation, so nothing discussed on a call falls through the cracks.
Call Duration Tracking
Accurate call durations are captured against the relevant ticket automatically, giving you a reliable foundation for time entries and billing.
Click to Dial
Initiate calls directly from a contact, company, or ticket in ConnectWise with a single click — no copy-pasting numbers, no switching apps.
Requirements
•Active RingCentral account with App Connect access
•Active ConnectWise Manage (PSA) subscription
•Google Chrome or Microsoft Edge browser
•Administrator access is not required — any ConnectWise user can connect their own account
•Install the RingCentral App Connect browser extension, open ConnectWise, and connect your account from the App Connect settings panel. Setup takes under five minutes. No IT involvement required for most firms.
Guides
Full installation guidehttps://docs.captivolabs.com/connectwise#installation
User guidehttps://docs.captivolabs.com/connectwise#using-the-integration