Integrate CMS Trader with LeadsBridge
Intro
CMSTrader is a leading investment advisor. Its platform allows traders to take smartest decisions in terms of investments and trading. Thanks to its innovative, online trading platform specifically designed around traders’ needs, CMSTrader focuses on offering a Forex trading rewarding experience. This allows more traders to get the most out of their efforts and knowledge.
In this article, you'll learn how to connect your LeadsBridge account with CMS Trader.
Connect CMS Trader integration
Before you start
- Head over to the left sidebar and click on the Create new Bridge button
- Select your integrations in the selectors
- Click on the Continue button at the bottom right
Authorize CMS Trader integration
Setup your CMS Trader integration
- Click on Connect CMS Trader
- Click on Create new integration to connect your CMS Trader (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the CMS Trader integration
- Fill field to connect CMS Trader with LeadsBridge
- Click on the Authorize button
- You can choose a name for this CMS Trader 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 CMS Trader is connected, you can continue with the set-up of your bridge
Which entity concepts we support for CMS Trader
With LeadsBridge you may use these entity concepts for CMS Trader.
Lead
A lead is a potential sales contact, an individual or organization that expresses an interest in your goods or services. Leads are typically obtained through the referral of an existing customer, or through a direct response to advertising or publicity
Do you need help?
Here some additional resources:
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
