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 Bronto as the source for your bridge
Choose Welcome Email 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 Bronto with Welcome Email
Step 2.A: Setup your Bronto integration
Click on Connect Bronto
Click on Create new integration to connect your Bronto (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Bronto integration
Fill Access Token field to connect Bronto with LeadsBridge
Click on the Authorize button
You can choose a name for this Bronto 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 Bronto is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Bronto
How to get Access Token
You can find the Access Token following these steps: 1) Log In into your Bronto Account 2) Go to Home > Settings > Data Exchange 3) Click on the Add Access Token button. 4) Copy/Paste it inside the integration screen in Leadsbridge.
PLEASE NOTE: Assign ALL permissions.
Other Info
Merge Lists, when activated, allows you to keep old Bronto lists. If you'd like to activate this option, switch the toggle to "Yes."
( Learn more)
Step 2.C: Setup your Welcome Email integration
Click on Connect Welcome Email
Click on Create new integration to connect your Welcome Email (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Welcome Email integration
Fill Sender Email field to connect Welcome Email with LeadsBridge
Click on the Authorize button
You can choose a name for this Welcome Email 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 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 Bronto information with your Welcome Email fields.
You will have Welcome Email fields on the left. Match the information you wish to pass align from Bronto
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
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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