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How to connect Five9 with LeadsBridge

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Integrate Five9 with LeadsBridge

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Intro

Five9 is used by call centers all over the world to manage inbound, outbound, blended or multi-channel contact centers.

In this article, you'll learn how to connect your LeadsBridge account with Five9.

Connect Five9 integration

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge button
  2. Select your integrations in the selectors
  3. Click on the Continue button at the bottom right

Authorize Five9 integration

Setup your Five9 integration

  1. Click on Connect Five9
  2. Click on Create new integration to connect your Five9 (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Five9 integration
  4. Fill HTML form code field to connect Five9 with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Five9 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 Five9 is connected, you can continue with the set-up of your bridge

Configuration details for Five9

How to get HTML form code

In order to get the HTML code of your form, you should get in touch with Five9, and they'll give it to you.

Once you got the HTML code from Five9, you need to paste it under the HTML form code field.

The code should be similar to the one in the screenshot below:

Which entity concepts we support for Five9

With LeadsBridge you may use these entity concepts for Five9.

  1. Contact

    Contacts are people who show interest in your product or service.

Which segmentation concepts we support for Five9

With LeadsBridge you may use these segmentation concepts for Five9.

  1. Form

    Forms give the user the possibility to leave their data, moreover, Forms are useful for acquiring contacts.
 

Common questions for Five9

Which information is required to create the HTML form?

- Your Five9 domain name - The name of the lists that you want to use with Web2Campaign - The names of all contact fields to include in the request, for example: first name, last name, address, etc.

Do you need help?

Here some additional resources: