Connect Copper (formerly ProsperWorks) to Convoso with LeadsBridge
![](https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-logos/logo3030.png)
![](https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-logos/logo3030.png)
In this article, you'll learn how to set up the bridge and connect Copper (formerly ProsperWorks) 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 Copper (formerly ProsperWorks) as the source for your bridge
- Choose Convoso 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 Copper (formerly ProsperWorks) with Convoso
Step 2.A: Setup your Copper (formerly ProsperWorks) integration
- Click on Connect Copper (formerly ProsperWorks)
- Click on Create new integration to connect your Copper (formerly ProsperWorks) (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Copper (formerly ProsperWorks) integration
- Fill Access Token, Owner Email field to connect Copper (formerly ProsperWorks) with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Copper (formerly ProsperWorks) 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 Copper (formerly ProsperWorks) is connected, you can continue with the set-up of your bridge
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/app_config_652.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/app_config_652.png)
Step 2.B: Configuration details for Copper (formerly ProsperWorks)
Other Info
Head over to System settings > API Keys. To generate an API Key, all you need to do is click the blue 'Generate API Key' button.
( Learn more)
![](https://s3-us-west-2.amazonaws.com/website-leadsbridge/app/PROSPERWORKS_auth_details_screenshot_0_20180813_133927.png)
![](https://s3-us-west-2.amazonaws.com/website-leadsbridge/app/PROSPERWORKS_auth_details_screenshot_0_20180813_133927.png)
The Account Owner is the main user for your Copper account, you should put here the main email that has access to the account.
Step 2.C: Setup your Convoso integration
- Click on Connect Convoso
- Click on Create new integration to connect your Convoso (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Convoso integration
- Fill Auth Token field to connect Convoso with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Convoso 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 Convoso is connected, you can continue with the set-up of your bridge
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/app_config_448.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/app_config_448.png)
Step 2.D: Configuration details for Convoso
Other Info
From the Dashboard, click on API and select Authorization Token from the drop down.
( Learn more)
![](https://s3-us-west-2.amazonaws.com/website-leadsbridge/app/CONVOSO_auth_details_screenshot_0_20181012_161116.png)
![](https://s3-us-west-2.amazonaws.com/website-leadsbridge/app/CONVOSO_auth_details_screenshot_0_20181012_161116.png)
When looking at the lists section, you have the ability to sort lead lists by ID.
From the Dashboard, click on Call Center and select Lists from the drop down. ( Learn more)
From the Dashboard, click on Call Center and select Lists from the drop down. ( Learn more)
![](https://s3-us-west-2.amazonaws.com/website-leadsbridge/app/CONVOSO_auth_details_screenshot_1_20181128_154447.png)
![](https://s3-us-west-2.amazonaws.com/website-leadsbridge/app/CONVOSO_auth_details_screenshot_1_20181128_154447.png)
Step 2.E: Email Receipt (Optional)
You may choose to receive an email receipt for each incoming lead.
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/EmailReceipt.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/EmailReceipt.png)
- 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 Copper (formerly ProsperWorks) information with your Convoso fields.
- You will have Convoso fields on the left. Match the information you wish to pass align from Copper (formerly ProsperWorks)
- Based on Convoso 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
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/NBEE_FieldsMapping.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/NBEE_FieldsMapping.png)
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
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/NBEE_Filter.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/NBEE_Filter.png)
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:
- Copper (formerly ProsperWorks) documentation page and common questions
- Convoso documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button