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 Salesforce® Marketing Cloud as the source for your bridge
Choose LeadByte 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 Salesforce® Marketing Cloud with LeadByte
Step 2.A: Setup your Salesforce® Marketing Cloud integration
Click on Connect Salesforce® Marketing Cloud
Click on Create new integration to connect your Salesforce® Marketing Cloud (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Salesforce® Marketing Cloud integration
Fill Client ID, Client Secret, Authentication Base URI field to connect Salesforce® Marketing Cloud with LeadsBridge
Click on the Authorize button
You can choose a name for this Salesforce® Marketing Cloud 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 Salesforce® Marketing Cloud is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Salesforce® Marketing Cloud
How to get Client ID, Client Secret, Authentication Base URI
Log into Exact Target with an Admin User
On the top right of the screen, next to your username, make sure to select the correct Company, or Business Unit, that you want to connect with LeadsBridge
Click on your username on the top right of the screen
Click on Setup
Go to Apps » Installed Packages, under Platform Tools
Click on New at the top right of the screen
Give a name to your New Package, for example LeadsBridge
Click on Save
Click on Add Component
Select API Integration, then click on Next
Select Server-to-Server, then click on Next
Click on the Edit button of the API Integration you just created
Flag the following items:
Under Channels » Web, flag Read, Write and Publish
Under Contacts » Audiences & Contacts » List and Subscribers, flag every item (if you want to use Lists)
Under Data » Data Extensions & Data » File Locations, flag every item (if you want to use Data Extensions )
Click on Save
Copy the Authentication Base URI, Client ID and Client Secret from the API Integration you have just created on Exact Target
Paste that information inside your LeadsBridge integration setup
Step 2.C: Setup your LeadByte integration
Click on Connect LeadByte
Click on Create new integration to connect your LeadByte (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the LeadByte integration
Fill Account name, API Key field to connect LeadByte with LeadsBridge
Click on the Authorize button
You can choose a name for this LeadByte 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 LeadByte is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for LeadByte
How to get Account name, API Key
The Account Name is the name of the LeadByte Account used for your User. You could find it in the login URL
XXXX.leadbyte.co.uk where XXXX is the Account Name
To find the API Key open the REST API section clicking on the menu "Admin --> Tech Hub --> REST API"
Click on the Edit button for the related User. You could find the API Key under the related label (see GREEN box 1 in the image below).
There are other two important configurations to setup - API Version to 1.2 (see GREEN box 2 in the image below) - Set Read permissions for Campaigns and Create permission for Leads (see GREEN box 3 in the image below)
Other Info
Another important configuration is the Daily API rate limits.
If you set a specific daily limit, once the limit is reached, LeadsBridge will not be able to sync Leads until the limit is reset on the day after.
If you don't need a daily limit, leave the values to 0.
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 Salesforce® Marketing Cloud information with your LeadByte fields.
You will have LeadByte fields on the left. Match the information you wish to pass align from Salesforce® Marketing Cloud
Based on LeadByte 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.
Not using LeadsBridge yet? Start your free trial today!