Gravity Forms ConnectWise Add-On
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.
Download & install the zip archive
The plugin package installer can be downloaded from the WP2E project tab called “code”.
1 – Select the version to download if this option is available otherwise the “latest” version of the main plugin will be used.
2 – After downloading the zip archive install the plugin package installer in you local environment and activate the script from the plugin list.
3 – Under the section “Plugins” of the admin dashboard you should see a new “Dependencies & Licenses” link. Follow the instructions from this panel to finalize the installation of the missing dependencies.
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- Give a name to your project
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- Download the Installer Package
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- Install & activate the plugin locally
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- Install the suggested dependencies
Tips: Use the WP2E panel to add/suggest new dependencies to the local installation. Press F5 in the list of dependencies if the changes are not displayed right away.