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How to connect ChartMogul with Aventri

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Connect ChartMogul to Aventri with LeadsBridge

ChartMogul » Aventri

In this article, you'll learn how to set up the bridge and connect ChartMogul to My CRM Example 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 the Create new Bridge green button
  2. You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

  1. Choose ChartMogul as the source for your bridge
  2. Choose Aventri as the destination for your bridge
  3. Click on the Continue button
  4. 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 ChartMogul with Aventri

Step 2.A: Setup your ChartMogul integration

  1. Click on Connect ChartMogul
  2. Click on Create new integration to connect your ChartMogul (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the ChartMogul integration
  4. Fill Secret Key, API Token field to connect ChartMogul with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this ChartMogul and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your ChartMogul is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for ChartMogul

How to get Secret Key, API Token

Find your Account Token and Secret Key in the ChartMogul API Admin page. Click the gear icon that's present in the bottom left of your account. There you will see the API tab with the Account Token and Secret Key. https://dev.chartmogul.com/docs/authentication

Step 2.C: Setup your Aventri integration

  1. Click on Connect Aventri
  2. Click on Create new integration to connect your Aventri (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Aventri integration
  4. Fill API URL, API Key, Account ID field to connect Aventri with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Aventri and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your Aventri is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for Aventri

How to get API URL, API Key, Account ID

In order to set up the integration, we'll need the following information:
Aventri Account ID and Account Key

After logging in to Aventri, hover over Settings in the bottom left corner, then click Account Settings.
On the Account Settings page, hover over Integrations in the top right, then click API.
You'll find your Account ID and Account Key listed here. ( Learn more)

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 ChartMogul information with your Aventri fields.

  1. You will have Aventri fields on the left. Match the information you wish to pass align from ChartMogul
  2. Based on Aventri 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
  3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
  4. 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

  1. Click on the link Add Filter for Incoming Leads on the top left
  2. A popup wil be opened where you can configure the filter
  3. You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
  4. 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.

Step 4: Save and Publish

  • Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources: