Gravity Forms ConnectWise Add-On | Pronto Tools | add on

Gravity Forms ConnectWise Add-On | Pronto Tools | add on,contact form,gravity forms,integration

Description

Hands down the best solution to integrate the forms on your website with ConnectWise

Allows you to:

  • Create new Companies
  • Create new Contacts
  • Create new Activities
  • Create new Opportunities
  • Create new Service Tickets

Lookups are performed for Companies and Contacts to prevent duplicate records.

Each form can have a different configuration, allowing you to create different activities/opportunities for each unique situation.

Check out the setup guide for detailed setup information.

Installation

This plugin is a Gravity Forms add on, so make sure you have that installed first.

  1. Upload plugin files to your plugins folder, or install using WordPress’ built-in Add New Plugin installer
  2. Activate the plugin
  3. Go to the plugin settings page (under Forms > Settings > ConnectWise )
  4. Enter your ConnectWise credentials to authenticate
  5. Open an individual form and access the ConnectWise settings to create a new feed

Catchall Company

If the “Company” field isn’t mapped, a new record will be created for the company with the ID “catchall”. If you don’t already have this in your system, a new company with that name will be created the first time it happens.

Plugin author

Pronto Tools

Plugin official website address

https://wordpress.org/plugins/connectwise-forms-integration/
If you encounter problems in using the Gravity Forms ConnectWise Add-On plugin, you can comment below, and I will try my best to help you solve the problem

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