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How to connect Bitrix24.com with Welcome Email

Connect Bitrix24.com to Welcome Email with LeadsBridge

Bitrix24.com » Welcome Email

In this article, you'll learn how to set up the bridge and connect Bitrix24.com 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 Bitrix24.com as the source for your bridge
  2. Choose Welcome Email 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 Bitrix24.com with Welcome Email

Step 2.A: Setup your Bitrix24.com integration

  1. Click on Connect Bitrix24.com
  2. Click on Create new integration to connect your Bitrix24.com (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Bitrix24.com integration
  4. Click on Authorize and you will be prompted to the Bitrix24.com authorization experience
  5. Here you will need to provide the info required and grant access to LeadsBridge
  6. Once done, you will be get back to LeadsBridge application
  7. You can choose a name for this Bitrix24.com and LeadsBridge integration (you can also edit it later)
  8. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  9. 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 Welcome Email integration

  1. Click on Connect Welcome Email
  2. Click on Create new integration to connect your Welcome Email (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Welcome Email integration
  4. Fill Sender Email field to connect Welcome Email with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Welcome Email 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 Welcome Email is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for Welcome Email

Other Info

The Welcome Email integration sends an email to the lead, immediately after they register in the source form connected to your bridge.

From: the email sender.
From Alias: the alias for the email sender.
Reply-To: the email where you'd like to receive the leads' reply.
Cc Receivers: include other email addresses to receive a copy of the email.
Bcc Receivers: include hidden email addresses to receive a copy.

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 Welcome Email fields.

  1. You will have Welcome Email fields on the left. Match the information you wish to pass align from Bitrix24.com
  2. Based on Welcome Email 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:

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