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.
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.
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.
|Track phone calls from various web traffic sources|
|10 local tracking numbers and 500 minutes per month|
|Google Analytics integration|
|Instant email notifications|
|Caller history and action report|
|Offline call tracking|
|Detailed call reporting|
- Sign up to give us your integration details and mapping defaults
- Our team will activate the plugin on your website
- We’ll create a test page to make sure everything’s working okay
- Once you confirm, we’ll activate for all forms on your website