Step 1. Go to the Gravity Forms form list. Click Add New.
Step 2. Add a new form, give it a name and description. Then click Create Form.
Step 3. Expand the Advanced Fields section. Add Name, Phone, and Email fields. Expand the Standard Fields section. Add two Single Line Text fields, name them Company and City. Add a Dropdown for state and a Paragraph Text for the message.
Step 4. On your dropdown field, click the Bulk Add / Predefined Choices button. Paste the following into the Bulk Add textbox. Then click Insert Choices. Finally, click Save Form.
You must enter the state options as shown below, this format is required by ConnectWise.
District of Columbia|dc
Northern Mariana Is.|mp
Step 5. Navigate to Settings -> GravityWise Add-On and add a new feed. Give the feed a name.
Step 6. At the bottom, add a Company action.
Step 7. In the action viewer, click the Create Company node.
Step 8. Inside the Action editor, map the identifier and name fields using the Company merge tag.
Merge Tag selectors will include the Lookback tags (steps of the feed), and the fields of the form.
Step 9. Update the Duplicate Matching policy to merge duplicates. This will allow the same company to submit the form more than once without issue. Next, map city and state, then fill them out with merge tags from your current form. Finally, ConnectWise requires that the site be mapped. You may choose to type in “Main” as the name.
Step 10. At the bottom, add a Contact action.
Step 11. In the action viewer, click the Create Contact node.
Step 12. Add a First and Last Name field in the contact. Add a merge tag for the First and Last Name, which are both under the Name merge tag. Add a City and a State, then add the DefaultPhoneNbr. Next, add a Communication Items field. Map the type/name, value, and Communication Type fields.
Step 13. Add a Company, then use the lookback merge tag to get the company we created in our Company action.
Step 14. At the bottom, add an Opportunity action.
Step 15. In the action viewer, click the opportunity node.
Step 16. In the Opportunity editor, notice that the name field is required. This refers to the name of the opportunity. Add a merge tag to get the name field from the form and add some extra words to say what that person did.
Step 17. Add Notes, Company, Contact, and PrimarySalesRep. Use the message merge tag in the Notes field. Use the lookback merge tag in the Company field to get the company created or found in our Company action. Use the lookback merge tag to map the Contact created during Step 11.
Step 18. Create a test submission
TODO: modify for required field PrimarySalesRep in the Opportunity
You now have a contact form!