Connect CompanyHub to Twilio with LeadsBridge
In this article, you'll learn how to set up the bridge and connect CompanyHub to My CRM Example using LeadsBridge.
How to set up your bridge step-by-step tutorial
Before you start
- 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 CompanyHub as the source for your bridge
- Choose Twilio 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 CompanyHub with Twilio
Step 2.A: Setup your CompanyHub integration
- Click on Connect CompanyHub
- Click on Create new integration to connect your CompanyHub (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the CompanyHub integration
- Fill Sub Domain, API Key field to connect CompanyHub with LeadsBridge
- Click on the Authorize button
- You can choose a name for this CompanyHub 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 CompanyHub is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for CompanyHub
How to get Sub Domain, API Key
api key
Other Info
subdomain
Step 2.C: Setup your Twilio integration
- Click on Connect Twilio
- Click on Create new integration to connect your Twilio (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Twilio integration
- Fill API Key, Account ID, Send SMS from, Lead Notifications to (Namephonenumber> or phonenumber) field to connect Twilio with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Twilio 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 Twilio is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for Twilio
How to get API Key, Account ID, Send SMS from, Lead Notifications to (Namephonenumber> or phonenumber)
To find your Account ID and your Access Token just follow these steps:
- Go to your Twilio Login Page
- On the Dashboard page you will see your Account ID and your Access Token
- Copy and paste them inside your Leadsbridge integration. ( Learn more)
- Go to your Twilio Login Page
- On the Dashboard page you will see your Account ID and your Access Token
- Copy and paste them inside your Leadsbridge integration. ( Learn more)
Other Info
To find your Phone Number just click on "Phone Number” tab to see the lists of the numbers registered in your account.
( 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 CompanyHub information with your Twilio fields.
- You will have Twilio fields on the left. Match the information you wish to pass align from CompanyHub
- Based on Twilio 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.
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:
- CompanyHub documentation page and common questions
- Twilio documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
