How to connect ChargeBee with OpTeck
ChargeBee / OpTeck

Connect ChargeBee to OpTeck with LeadsBridge

ChargeBee » OpTeck

In this article, you'll learn how to set up the bridge and connect ChargeBee to OpTeck 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 Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your ChargeBee source

  1. Type in the name you'd like to call your integration
  2. Enter Domain, API Key and Domain to connect your ChargeBee with LeadsBridge
  3. In the URL, enter the site name of your account. Example URL: ( OPEN LINK) Site name from the example: sitename

    In order to obtain the API Key, log in your ChargeBee account, select Settings » Configure ChargeBee » API Keys and Webhooks and then click on the API Keys tab. If no API Keys are listed, you need to create it clicking on the Add an API Key button.
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your OpTeck destination

  1. Type in the integration's name in the dedicated field
  2. Enter Partner ID and Affiliate ID to connect OpTeck with LeadsBridge
  3. 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
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. 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
  7. Click on the Next button

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.

If you have any other questions, or need help to configure your bridge from ChargeBee to OpTeck with LeadsBridge, do not hesitate to contact our Support!