Connect BigCartel to Microsoft Dynamics CRM with LeadsBridge
In this article, you'll learn how to set up the bridge and connect BigCartel to My CRM Example using LeadsBridge.
How to set up your bridge step-by-step tutorial
Before you start
- Head over to the left sidebar and click on the Create new Bridge green button
- You'll be taken to the first step of the bridge creation
Step 1: Choose the apps you want to connect
- Choose BigCartel as the source for your bridge
- Choose Microsoft Dynamics CRM as the destination for your bridge
- Click on the Continue button
- 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 BigCartel with Microsoft Dynamics CRM
Step 2.A: Setup your BigCartel integration
- Click on Connect BigCartel
- Click on Create new integration to connect your BigCartel (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the BigCartel integration
- Click on Authorize and you will be prompted to the BigCartel authorization experience
- Here you will need to provide the info required and grant access to LeadsBridge
- Once done, you will be get back to LeadsBridge application
- You can choose a name for this BigCartel and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your BigCartel is connected, you can continue with the set-up of your bridge
Step 2.B: Setup your Microsoft Dynamics CRM integration
- Click on Connect Microsoft Dynamics CRM
- Click on Create new integration to connect your Microsoft Dynamics CRM (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Microsoft Dynamics CRM integration
- Click on Authorize and you will be prompted to the Microsoft Dynamics CRM authorization experience
- Here you will need to provide the info required and grant access to LeadsBridge
- Once done, you will be get back to LeadsBridge application
- You can choose a name for this Microsoft Dynamics CRM and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your Microsoft Dynamics CRM is connected, you can continue with the set-up of your bridge
Step 2.C: Configuration details for Microsoft Dynamics CRM
Other Info
Click Authorize and you’ll be redirected to Microsoft's site, where you should grant the access permission.
Step 2.D: 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 BigCartel information with your Microsoft Dynamics CRM fields.
- You will have Microsoft Dynamics CRM fields on the left. Match the information you wish to pass align from BigCartel
- Based on Microsoft Dynamics CRM 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
- You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
- 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
- Click on the link Add Filter for Incoming Leads on the top left
- A popup wil be opened where you can configure the filter
- You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
- 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:
- BigCartel documentation page and common questions
- Microsoft Dynamics CRM documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
