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 Chargify as the source for your bridge
Choose Velocify 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 Chargify with Velocify
Step 2.A: Setup your Chargify integration
Click on Connect Chargify
Click on Create new integration to connect your Chargify (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Chargify integration
Fill URL, API Key field to connect Chargify with LeadsBridge
Click on the Authorize button
You can choose a name for this Chargify 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 Chargify is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Chargify
How to get URL, API Key
Enter the URL of your account (https://sitename.chargify.com) and the API key
Step 2.C: Setup your Velocify integration
Click on Connect Velocify
Click on Create new integration to connect your Velocify (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Velocify integration
Fill Client ID, Campaign ID field to connect Velocify with LeadsBridge
Click on the Authorize button
You can choose a name for this Velocify 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 Velocify is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for Velocify
How to get Client ID, Campaign ID
In order to find the Client ID, you need to have a Posting URL. You can find it following these steps:
1. Access the Menu page by clicking on your name in the upper right of the header 2. Under Administration, click on Campaigns 3. Under the main Manage Campaigns page, select the Delivery Instructions/URL link next to the campaign and copy and paste the highlighted area into an e-mail
Into the Posting URL, you'll be able to find the Client ID. In order to get the Client ID, just copy the green-highlighted part of your URL that you can find in the image, into the Integration field.
Please note: requests for a URL can only come from an administrator on the account. If you are a lead provider, please contact the company's administrator.
Campaign ID is a unique identifier associated with each of your campaigns, and they are an easy way for you to reference your campaigns. It's the Campaign ID you would like your leads to import under.
You may find it by accessing the Lead Sources page, under Administration » Lead Sources. IDs are stated at the most left column of the table.
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 Chargify information with your Velocify fields.
You will have Velocify fields on the left. Match the information you wish to pass align from Chargify
Based on Velocify 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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