ConnectWise Forms Integration

Send data from any form on your website directly to ConnectWise

This add-on is FREE!

Get Started

Save time manually entering leads in ConnectWise

Each time a visitor submits one of your forms, we’ll send the data over to your ConnectWise system with the ability to create new Contacts, Companies, Opportunities, Activities and Service Tickets.

The integration is an add-on to the forms you already have on your website. This means nothing about the existing functionality will be lost or changed. Only more goodness.

Each form can have different ConnectWise settings configurations. For example, one could create a service ticket, another create an opportunity assigned to John, another create and opportunity assigned to Jane and so on.

mapping example

Screenshot from the ConnectWise mapping details settings.


Click on the image below to see exactly how the logic flow works each time a form is submitted.

connectwise logic

The Pronto team is standing by to help implement and troubleshoot any issues you have. You’re also free to add or update any settings yourself. If you’d like to do so, you can find a guide here.

ConnectWise Forms Integration is a free service for Pronto clients.

Details
Track phone calls from various web traffic sources
10 local tracking numbers and 500 minutes per month
Google Analytics integration
Call recording
Instant email notifications
Caller history and action report
Offline call tracking
Detailed call reporting

Startup Process:

  1. Sign up to give us your integration details and mapping defaults
  2. Our team will activate the plugin on your website
  3. We’ll create a test page to make sure everything’s working okay
  4. Once you confirm, we’ll activate for all forms on your website

This add-on is FREE!

Get Started

Do I need to change the forms currently on my website?

Nope! This is an add on that integrates with the forms you already have setup. You can keep all of the existing settings and notifications currently configured.

The only thing that you might want to change on some forms is if they don’t ask for a different first and last name. ConnectWise requires these to be sent as two separate values.

Can I edit the form and integration settings myself?

Of course! This is easy for you to do once logged into your WordPress dashboard. Here's a guide that explains how the integration works and how to set things up yourself.