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Gravity Forms ConnectWise Add-On

开发者 prontotools
zkancs
sandsine
saowaluck
更新时间 2020年3月2日 18:58
PHP版本: 4.0 及以上
WordPress版本: 4.9.6
版权: GNU General Public License v3.0
版权网址: 版权信息

标签

integration contact form marketing automation gravity forms add-on lead connectwise psa

下载

1.2.1 1.2.8 1.0.0 1.0.1 1.0.2 1.1.1 1.1.2 1.1.3 1.1.4 1.2.0 1.2.10 1.2.11 1.2.12 1.2.13 1.2.2 1.2.3 1.2.4 1.2.5 1.2.6 1.2.7 1.2.9 1.4.0 1.4.1 1.5.0 1.5.1 1.6.0

详情介绍:

Hands down the best solution to integrate the forms on your website with ConnectWise Allows you to: 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.

安装:

This plugin is a Gravity Forms add on, so make sure you have that installed first.
  1. Upload plugin files to your plugins folder, or install using WordPress' built-in Add New Plugin installer
  2. Activate the plugin
  3. Go to the plugin settings page (under Forms > Settings > ConnectWise )
  4. Enter your ConnectWise credentials to authenticate
  5. 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.

屏幕截图:

  • Enter your account’s credentials to authenticate. When successful you’ll see green checkmarks.
  • Access the forms settings and navigate to ConnectWise.
  • Click “Add New” feed.
  • 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.
  • Enable conditional logic to have a feed send data only for specific events.

常见问题:

Why aren’t records correctly showing up in ConnectWise?

It’s best to troubleshoot this in error logs. To do this, download the Gravity Forms Logging Add-on. Once installed, activate at Forms > Settings > Logging, then select “Log all messages” for Gravity Forms ConnectWise Add-On. Submit your problem form again, then refresh the logging page. Click “view log” to review the log for all recent submissions. You can search the page for “400” to quickly find the errors. Just above the response code you should find a message with the explanation of the error.

How do the Contact and Company lookups work?

The company name will try to be matched with any existing names in your ConnectWise account. Duplicate companies might be created if there are small differences in the name, for instance adding “inc” to the end, or a misspelling. For contacts, first a lookup is performed for the “First Name” field. Based on those results an email lookup is performed. You can view a detailed flow chart of the process here.

更新日志:

1.6.0 1.5.1 1.5.0 1.4.1 1.4.0 1.3.1 1.3.0 1.2.13 1.2.12 1.2.11 1.2.10 1.2.9 1.2.8 1.2.7 1.2.6 1.2.5 1.2.4 1.2.3 1.2.2 1.2.1 1.2.0 1.1.4 1.1.3 1.1.2 1.1.1 1.1.0 1.0.2 1.0.1 1.0.0