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 Bitrix24.com as the source for your bridge
Choose LeadMailBox 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 Bitrix24.com with LeadMailBox
Step 2.A: Setup your Bitrix24.com integration
Click on Connect Bitrix24.com
Click on Create new integration to connect your Bitrix24.com (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Bitrix24.com integration
Click on Authorize and you will be prompted to the Bitrix24.com 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 Bitrix24.com 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 Bitrix24.com is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Bitrix24.com
How to get URL
You'll find the URL of your Bitrix24.com account by looking at the browser's address bar when you are logged inside Bitrix. See the image as an example.
Other Info
Before proceeding, please ensure to have the LeadsBridge application installed into your Bitrix24.com account. The app is required to authorize correctly the account.
If you don't have it already, open the following link https://www.bitrix24.com/apps/?app=leadsbridge.leadsbridge and click on "Install". Once done, head back to LeadsBridge and proceed with the next steps.
Step 2.C: Setup your LeadMailBox integration
Click on Connect LeadMailBox
Click on Create new integration to connect your LeadMailBox (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the LeadMailBox integration
Fill Account ID, Routing Tag field to connect LeadMailBox with LeadsBridge
Click on the Authorize button
You can choose a name for this LeadMailBox 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 LeadMailBox is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for LeadMailBox
How to get Account ID, Routing Tag
Please enter as "Account ID" the value you use to login in LeadMailBox account.
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 Bitrix24.com information with your LeadMailBox fields.
You will have LeadMailBox fields on the left. Match the information you wish to pass align from Bitrix24.com
Based on LeadMailBox 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.
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