How to add Connectwise Forms Integration in Wordpress

Banner for Connectwise Forms Integration

Integrates Gravity Forms with ConnectWise, allowing form submissions to be automatically sent to your ConnectWise account. Wordpress Tutorial

Noted That:

To install correctly this connectwise-forms-integration.zip .
Fisrt Download the connectwise-forms-integration.zip to your computer
Extract/Open connectwise-forms-integration.zip to Your Computer.
Then, Find readme.txt file inside connectwise-forms-integration.zip and Open readme.txt .
Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
Then, Follow the Tips Below.

Start the Tips:

Step-1 : Download " connectwise-forms-integration.zip " to Your Local Computer.

Step-2 : Then, Login to your " yourdomain.com/wp-admin " Dashboard.

Login to Wordpress Connectwise Forms Integration

Step-3 : Then, Click on " Plugins " + " Add New " from left Side Menu of Dashboard.

Go to Plugin Install Connectwise Forms Integration

Step-4 : Now, Click on " Upload Plugin " button.

Click Upload Button Connectwise Forms Integration

Step-5 : Now, Browse " connectwise-forms-integration.zip " Downloaded plugin from your computer, Where you downloaded " connectwise-forms-integration.zip " According to Step – 1 Above then, click on " Install Now "

Upload Plugin Connectwise Forms Integration

Step-6 : Now, Click on " Active Plugin "

Step-7 : Then, See left Side Menu. " Connectwise Forms Integration " folder is added on left Side Menu. Now, Click on " Connectwise Forms Integration " folder.

Noted that: If you do not see " Connectwise Forms Integration " folder on left Side Menu then, see at left Side Menu " Settings " or " Tools ".

Step-8 : Now you configure yourself oR Watch video tutorial below about Connectwise Forms Integration Configurations and Settings or How to work " Connectwise Forms Integration " in your WordPress site.

After Activated Plugin According to Step-6 then,

Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
or Direct go to: https://yourdomain/wp-admin/plugins.php
Then, Find " Gravity Forms ConnectWise Add-On " Activated Plugin from Plugin List.
Then, Click on " Settings " from Plugin that is Gravity Forms ConnectWise Add-On
Now, Edit/Add/Config the setting and Click on " Save Changes " button,

Guide
This plugin is a Gravity Forms add on, so make sure you have that installed first. Upload plugin files to your plugins folder, or install using WordPress’ built-in Add New Plugin installer Activate the plugin Go to the plugin settings page (under Forms > Settings > ConnectWise ) Enter your ConnectWise credentials to authenticate 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.

Guide

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

Upload plugin files to your plugins folder, or install using WordPress’ built-in Add New Plugin installer
Activate the plugin
Go to the plugin settings page (under Forms > Settings > ConnectWise )
Enter your ConnectWise credentials to authenticate
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.

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