0

Email Alerts for ConnectWise Campaign Form Submissions

Chris Tiedje 3 weeks ago updated 3 weeks ago 0

We are using ConnectWise Campaign to build forms that create opportunities within our CRM. The form tools are quite outdated, and there is very limited functionality for form submissions. 


Your choices are:

  1. Add Contact to Group
  2. Send email to Contact
  3. Open Webpage
  4. Create Opportunity in Manage
  5. Create Activity in Manage
  6. Create Ticket in Manage

It does not allow you to email the form data to anyone, so our team has to watch their CW dashboards for either and Opportunity, Activity, or the Ticket. If a rep isn't paying close attention to their CW dashboard, then communication with a new opportunity can easily be delayed. This is basic form functionality and should be considered for an enhancement.