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How to connect ChartMogul with BulkSMS (SMS)

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Connect ChartMogul to BulkSMS (SMS) with LeadsBridge

ChartMogul » BulkSMS (SMS)

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 BulkSMS (SMS) 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 BulkSMS (SMS)

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 BulkSMS (SMS) integration

  1. Click on Connect BulkSMS (SMS)
  2. Click on Create new integration to connect your BulkSMS (SMS) (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the BulkSMS (SMS) integration
  4. Fill Username, Password, Send SMS from field to connect BulkSMS (SMS) with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this BulkSMS (SMS) 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 BulkSMS (SMS) is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for BulkSMS (SMS)

How to get Username, Password, Send SMS from

Username and Password are the same credentials of your BulkSMS account.
While, Send SMS from is the phone number sender of your welcome text.

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 BulkSMS (SMS) fields.

  1. You will have BulkSMS (SMS) fields on the left. Match the information you wish to pass align from ChartMogul
  2. Based on BulkSMS (SMS) 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: