Connect BlueJeans Events to BigMarker with LeadsBridge
In this article, you'll learn how to set up the bridge and connect BlueJeans Events to BigMarker using LeadsBridge.
How to set up your bridge step-by-step tutorial
Before you start
Step 1: Bridge's Main information
- Choose a name for your bridge (this will only be visible inside LeadsBridge)
- You may add labels to help you identify your bridge later
- Choose BlueJeans Events as the source for your bridge
- Choose BigMarker as the destination
- Click on the Next button
Step 2: Setup your BlueJeans Events source
- Type in the name you'd like to call your integration
- Enter App Key, App Secret and Email to connect your BlueJeans Events with LeadsBridge
- Go under the Admin section of your BlueJeans account
- Click on the Events part
- Select OAUTH ACCESS
- Click on Add New App
- Once done, copie the Api Key and App secret
- Please note that if you have an Enterprise account you need set up the toggle on YES
- Select the segment you'd like to use as the source for your leads
- Click on the Next button
Step 3: Setup your BigMarker destination
- Type in the integration's name in the dedicated field
- Enter API Token to connect BigMarker with LeadsBridge
- Login to your BigMarker account and go to your personal settings under the top-right menu, near your profile image.( OPEN LINK)
- Go to your API Key section the settings. You will need to request your personal API Key.
- Click on the Next button
- You'll now be able to select the destination segment to send your leads to
- 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
- Click on the Next button
Step 4: Fields Mapping
Here you'll be able to map your source information with your destination fields.
You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on BigMarker.
Underneath there's a box where you may add the information you'd like to send.
- Check each of the BigMarker fields available
- Match the information you wish to pass along from BlueJeans Events
- You may type the information manually and pass them as a static value
- Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
- You may also leave blank the box of a field's information you don't want to send through
Custom Fields
- If you'd like to add more fields, just look at the bottom of the page
- Head over the "Don't find a CRM custom field?" box
- Select the field you'd like to add from the dropdown list
- Click the Add Custom Field button
- The field will appear above
- Add the desired information, as you did with the other ones
Once accomplished your desired outcome, just click Next and head to the last step.
Step 5: Test
In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.
- To create a new test lead, fill in the required information when prompted
- Click Test Now
- To test with a real lead, switch the toogle to "Test with existing lead".
- Click Sync Now along the lead you'd like to send
- If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
- Click Finish to save your settings and turn active your bridge
That's all! Congratulations.
You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.
Have you got some questions?
You may want to take a look at the common questions on the respective integration's documentation.
- Source: BlueJeans Events
- Destination: BigMarker
If you have any other questions, or need help to configure your bridge from BlueJeans Events to BigMarker with LeadsBridge, do not hesitate to contact our Support!