ConnectWise Manage + WPForms
Create companies in ConnectWise Manage from new WPForms form entries
Effortlessly create new companies in ConnectWise Manage whenever a form is submitted in WPForms with this seamless workflow. This automation saves valuable time and ensures that submitted form data is efficiently translated into company profiles in ConnectWise Manage. Keep your CRM up-to-date and streamline your data management process by implementing this effective solution.
Effortlessly create new companies in ConnectWise Manage whenever a form is submitted in WPForms with this seamless workflow. This automation saves valuable time and ensures that submitted form data is efficiently translated into company profiles in ConnectWise Manage. Keep your CRM up-to-date and streamline your data management process by implementing this effective solution.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Company
Creates a new company.
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FormRequired
Try ItNew, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItCompany NameRequired
IdentifierRequired
TypeRequired
StatusRequired
Site NameRequired
Address 1
Address 2
City
State
Zip Code
Country Name
Phone Number
Website
Market
Source
Number of Employees
Territory
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItFirst NameRequired
Last NameRequired
Title
Email
Default Email
Phone Number
Default Phone
Phone Type
Type
Company
Primary Contact
Relationship
Department
Address 1
Address 2
City
State
Zip Code
Country Name
