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 Cisco WebEx as the source for your bridge
Choose Insightly Education CRM 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 Cisco WebEx with Insightly Education CRM
Step 2.A: Setup your Cisco WebEx integration
Click on Connect Cisco WebEx
Click on Create new integration to connect your Cisco WebEx (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Cisco WebEx integration
Fill Sub Domain, Username, Password, Partner ID, Site field to connect Cisco WebEx with LeadsBridge
Click on the Authorize button
You can choose a name for this Cisco WebEx 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 Cisco WebEx is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Cisco WebEx
How to get Sub Domain, Username, Password, Partner ID, Site
In order to get your Partner ID and Site ID you should request it to your Cisco CSM (Customer success manager).
Once you have those informations, add it into your Integration settings and then click on Next to continue with the setup.
Other Info
Your Cisco WebEx subdomain may be found in the URL of the page while you're logged into your account. For example:
Step 2.C: Setup your Insightly Education CRM integration
Click on Connect Insightly Education CRM
Click on Create new integration to connect your Insightly Education CRM (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Insightly Education CRM integration
Fill API Key field to connect Insightly Education CRM with LeadsBridge
Click on the Authorize button
You can choose a name for this Insightly Education CRM 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 Insightly Education CRM is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for Insightly Education CRM
How to get API Key
To find the API Key follow these steps: 1. Login inside your Insightly account 2. Go on the top right menu and select User Settings 3. Scroll down the tab till you find the API Key 4. Paste the API Key in the LeadsBridge integration
Other Info
Enable the Lead Management option for each user. 1. Login to your Insightly account, 2. Go on the top right menu >> System settings 3. Click on the left menu >> Leads Management tab 4. Check the Leads Management box.
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 Cisco WebEx information with your Insightly Education CRM fields.
You will have Insightly Education CRM fields on the left. Match the information you wish to pass align from Cisco WebEx
Based on Insightly Education CRM 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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