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How to connect Collect.chat - Classic with Total Send

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Connect Collect.chat - Classic to Total Send with LeadsBridge

Collect.chat - Classic » Total Send

In this article, you'll learn how to set up the bridge and connect Collect.chat - Classic 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 Collect.chat - Classic as the source for your bridge
  2. Choose Total Send 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 Collect.chat - Classic with Total Send

Step 2.A: Setup your Collect.chat - Classic integration

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

Step 2.B: Configuration details for Collect.chat - Classic

How to get URL, Access Secret

To send your lead attributes, you should set up the webhook provided by LeadsBridge in the bot settings. Follow these steps:
- Login to Collect.chat
- Select the chatbot that has to be integrated
- Goto Settings > Integration
- Enter the webhook endpoint URL provided by LeadsBridge
- Add short keys for your questions
- Click the big "Send Test Signal" button
- Head back to LeadsBridge and check if your test data have been set properly.

Other Info

Collect.chat uses the Webhook feature for integrating with LeadsBridge. Each time you collect a new lead, they will send us the data through the webhook.

Step 2.C: Setup your Total Send integration

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

Step 2.D: Configuration details for Total Send

How to get API Username, API Password

To find the API Username and the API Password you should login inside your TotalSend Account , Go to “Settings” => “Integrations” => “API” and copy/paste them inside TotalSend integration

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 Collect.chat - Classic information with your Total Send fields.

  1. You will have Total Send fields on the left. Match the information you wish to pass align from Collect.chat - Classic
  2. Based on Total Send 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: