How to connect Chargify with OpTeck
Chargify / OpTeck

Connect Chargify to OpTeck with LeadsBridge

Chargify » OpTeck

In this article, you'll learn how to set up the bridge and connect Chargify 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 Chargify source

  1. Type in the name you'd like to call your integration
  2. Enter URL and API Key to connect your Chargify with LeadsBridge
  3. Enter the URL of your account (( OPEN LINK)) and the API key
  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 Chargify to OpTeck with LeadsBridge, do not hesitate to contact our Support!