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How to connect ClickSend CRM with Vero

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Connect ClickSend CRM to Vero with LeadsBridge

ClickSend CRM » Vero

In this article, you'll learn how to set up the bridge and connect ClickSend CRM 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 ClickSend CRM as the source for your bridge
  2. Choose Vero 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 ClickSend CRM with Vero

Step 2.A: Setup your ClickSend CRM integration

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

Step 2.B: Configuration details for ClickSend CRM

How to get Username, API Key

you can find information on the ClickSend API key by visiting this page: https://developers.clicksend.com/docs/

Step 2.C: Setup your Vero integration

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

Step 2.D: Configuration details for Vero

How to get HTML form code

To create the HTML form code needed, just take a look at the official Vero documentation linked below. Once done, select "copy to clipboard" and paste this code inside your LeadsBridge integration settings. ( 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 ClickSend CRM information with your Vero fields.

  1. You will have Vero fields on the left. Match the information you wish to pass align from ClickSend CRM
  2. Based on Vero 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: