How to c

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!

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