Connect Bitrix24 Webhook to OpTeck with LeadsBridge
In this article, you'll learn how to set up the bridge and connect Bitrix24 Webhook 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 Bitrix24 Webhook as the source for your bridge
- Choose OpTeck 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 Webhook with OpTeck
Step 2.A: Setup your Bitrix24 Webhook integration
- Click on Connect Bitrix24 Webhook
- Click on Create new integration to connect your Bitrix24 Webhook (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Bitrix24 Webhook integration
- Fill Inbound Webhook URL field to connect Bitrix24 Webhook with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Bitrix24 Webhook 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 Webhook is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Bitrix24 Webhook
How to get Inbound Webhook URL
In order to find the Inbound Webhook to connect Bitrix24 Webhook (as Destination) with LeadsBridge, follow the steps below:
- Log into your Bitrix24 account
- On the left menu go to More... » Developer Resources
- Click on Other » Inbound webhook on the top of the page
- Click on the pencil next to Inbound webhook and give your Webhook a name, for instance, LeadsBridge inbound webhook
- Make sure profile is selected under Request builder
- Under Assign permissions, click on + select
- Then, assign CRM and Users
- Click on SAVE
- Copy the URL under Webhook to call REST API
- Go back into LeadsBridge and paste the URL inside the Inbound Webhook URL field of your integration
- Finally, click on Finish or Continue with your Bridge configuration
Step 2.C: Setup your OpTeck integration
- Click on Connect OpTeck
- Click on Create new integration to connect your OpTeck (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the OpTeck integration
- Fill Partner ID, Affiliate ID field to connect OpTeck with LeadsBridge
- Click on the Authorize button
- You can choose a name for this OpTeck 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 OpTeck is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for OpTeck
How to get Partner ID, Affiliate ID
To find the Partner Id and the Affiliate Id you need to create a client object to connect to the Opteck servers. You will need to acquire an Affiliate ID and Partner ID for your app first from broker website. Copy/paste them inside the Leadsbridge Integration Page
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 Webhook information with your OpTeck fields.
- You will have OpTeck fields on the left. Match the information you wish to pass align from Bitrix24 Webhook
- Based on OpTeck 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:
- Bitrix24 Webhook documentation page and common questions
- OpTeck documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
