This article is a simple guide on how to set up the bridge and connect
Youll be taken to the first step of the bridge creation
Choose a name for your bridge (this will only be visible inside LeadsBridge)
You may add labels to help you identify your bridge later
Type in the name youd like to call your integration
Salesforce® sends your security token via email. If you do not know your security token, click the reset button inside your Salesforce® account settings.
Once your token is reset, you should see a green notice.
youd like to use as the source for your leads
Type in the integrations name in the dedicated field
To find your API Key login in your Brokers Academy account, search the Affiliates API tab and copy the API Key in your integrazion.
Type the address(es) where youd like to receive the receipt
Start your free trial today!Sign up nowStep 4: Fields Matching
Here youll be able to match your source information with your destination fields.
Youll see a field name with the destination integrations logo at the top, this indicates the name of the field onThe Brokers Academy.
Underneath theres a box where you may add the information youd like to send.
Match the information you wish to pass along from
You may type the information manually and pass them as a static value
Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
You may also leave blank the box of a fields information you dont want to send through
If youd like to add more fields, just look at the bottom of the page
Select the field youd like to add from the dropdown list
Add the desired information, as you did with the other ones
Once accomplished your desired outcome, just clickNextand head to the last step.
In this final step, youll be able to send a lead from LeadsBridge to test if the configuration works properly.
To create a new test lead, fill in the required information when prompted
To test with a real lead, switch the toogle to
If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
to save your settings and turn active your bridge
Youll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.
You may want to take a look at the common questions on the respective integrations documentation.
If you have any other questions, or need help to configure your bridge fromSalesforce®toThe Brokers Academywith LeadsBridge, do not hesitate tocontact our Support!
4 innovative Marketing Strategies to improve your Local Automotive SEO
How to generate more leads from Social Media in the right way
Marketing Tips: How to fully understand B2B Buyer Journey
How to create Instagram Stories Leads Ads (with useful example)
7 Tips On How To Drive More Free Traffic To Your Company Blog
© Copyright 2019 LeadsBridge Inc _ All Rights Reserved
See with your own eyes how LeadsBridge is transforming thousands of businesses around the World in unstoppable lead generation machines.
Book a demo with one of our Lead Gen experts today!