Connect ChartMogul to Realty Juggler with LeadsBridge


In this article, you'll learn how to set up the bridge and connect ChartMogul to Realty Juggler using LeadsBridge.
How to set up your bridge step-by-step tutorial
Before you start
Step 1: Bridge's Main information
- Choose a name for your bridge (this will only be visible inside LeadsBridge)
- You may add labels to help you identify your bridge later
- Choose ChartMogul as the source for your bridge
- Choose Realty Juggler as the destination
- Click on the Next button
Step 2: Setup your ChartMogul source
- Type in the name you'd like to call your integration
- Enter Secret Key and API Token to connect your ChartMogul with LeadsBridge
- 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)
- Select the segment you'd like to use as the source for your leads
- Click on the Next button
Step 3: Setup your Realty Juggler destination
- Type in the integration's name in the dedicated field
- Enter To Receivers where you want to send your leads
- This email address can be found by going to Main:Settings:EmailFeed and copying the Prospect email address.
- Click on the Next button
- You'll now be able to select the destination segment to send your leads to
- Click on the Next button
Step 4: Fields Mapping
Here you'll be able to map your source information with your destination fields.
You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Realty Juggler.
Underneath there's a box where you may add the information you'd like to send.
- Check each of the Realty Juggler fields available
- Match the information you wish to pass along from ChartMogul
- You may type the information manually and pass them as a static value
- Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
- You may also leave blank the box of a field's information you don't want to send through
Custom Fields
- If you'd like to add more fields, just look at the bottom of the page
- Head over the "Don't find a CRM custom field?" box
- Select the field you'd like to add from the dropdown list
- Click the Add Custom Field button
- The field will appear above
- Add the desired information, as you did with the other ones
Once accomplished your desired outcome, just click Next and head to the last step.
Step 5: Test
In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.
- To create a new test lead, fill in the required information when prompted
- Click Test Now
- To test with a real lead, switch the toogle to "Test with existing lead".
- Click Sync Now along the lead you'd like to send
- If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
- Click Finish to save your settings and turn active your bridge
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.
- Source: ChartMogul
- Destination: Realty Juggler
If you have any other questions, or need help to configure your bridge from ChartMogul to Realty Juggler with LeadsBridge, do not hesitate to contact our Support!