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How to connect ChartMogul with Five9
ChartMogul / Five9
Documentation

Connect ChartMogul to Five9 with LeadsBridge

ChartMogul » Five9

In this article, you'll learn how to set up the bridge and connect ChartMogul to Five9 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 ChartMogul source

  1. Type in the name you'd like to call your integration
  2. Enter Secret Key and API Token to connect your ChartMogul with LeadsBridge
  3. 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. ( OPEN LINK)
  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 Five9 destination

  1. Type in the integration's name in the dedicated field
  2. Enter HTML form code where you want to send your leads
  3. In order to get the HTML code of your form, you should get in touch with Five9, and they'll give it to you.

    Once you got the HTML code from Five9, you need to paste it under the HTML form code field.

    The code should be similar to the one in the screenshot below:
  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 ChartMogul to Five9 with LeadsBridge, do not hesitate to contact our Support!