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How to connect ActiveDEMAND with Customerly

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Connect ActiveDEMAND to Customerly with LeadsBridge

ActiveDEMAND » Customerly

In this article, you'll learn how to set up the bridge and connect ActiveDEMAND to My CRM Example using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge green button
  2. You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

  1. Choose ActiveDEMAND as the source for your bridge
  2. Choose Customerly as the destination for your bridge
  3. Click on the Continue button
  4. At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

Step 2: Configure your ActiveDEMAND with Customerly

Step 2.A: Setup your ActiveDEMAND integration

  1. Click on Connect ActiveDEMAND
  2. Click on Create new integration to connect your ActiveDEMAND (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the ActiveDEMAND integration
  4. Fill API Key field to connect ActiveDEMAND with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this ActiveDEMAND and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your ActiveDEMAND is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for ActiveDEMAND

How to get API Key

To retrieve the API Access you need to generate a new API Key first. Log into your ActiveDEMAND account. Then, you can follow these two steps:

Step 1: create your form in ActiveDEMAND

Step 2: add the access javascript to the pages that have an existing form that you want to post data to ActiveDEMAND ( Learn more)

Step 2.C: Setup your Customerly integration

  1. Click on Connect Customerly
  2. Click on Create new integration to connect your Customerly (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Customerly integration
  4. Fill Access Token field to connect Customerly with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Customerly and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your Customerly is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for Customerly

How to get Access Token

Retrieve your Access Token by going to the API section of your account settings, as shown in the screenshot.
Paste the Access Token inside the integration set up.

Step 2.E: Email Receipt (Optional)

You may choose to receive an email receipt for each incoming lead.

  • Type the address(es) where you'd like to receive the receipt
  • You may also modify the Subject line of the email

Step 3: Fields Mapping

Here you'll be able to map your ActiveDEMAND information with your Customerly fields.

  1. You will have Customerly fields on the left. Match the information you wish to pass align from ActiveDEMAND
  2. Based on Customerly functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
  3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
  4. You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

Step 3.A: Leads Filter (Optional)

If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions

  1. Click on the link Add Filter for Incoming Leads on the top left
  2. A popup wil be opened where you can configure the filter
  3. You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
  4. Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration

Step 3.B Test Connection (Optional)

Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.

Step 4: Save and Publish

  • Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources: