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Plugin 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.
Screenshots
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Enter your account’s credentials to authenticate. When successful you’ll see green checkmarks.
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Access the forms settings and navigate to ConnectWise.
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Click “Add New” feed.
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Configure your feed settings. First Name, Last Name and Email are required for the integration to work. Company must be set if you want new companies to be created.
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Enable conditional logic to have a feed send data only for specific events.
