Integrate Flexie.io with LeadsBridge

Intro

Flexie CRM helps you connect the dots along your entire customer journey, best for companies with big growth plans.

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

Connect Flexie.io integration

Before you start

Authorize Flexie.io integration

Setup your Flexie.io integration

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

Configuration details for Flexie.io

How to get Sub Domain, API Key

On the Sub Domain field you should type your subdomain or your full URL address, it should look like:
- https://{subdomain}.flexie.io/

In order to create your API Key you should:
1. Go to Account > API Settings
2. Then, click on Generate New Key
For further information: ( Learn more)

Which entity concepts we support for Flexie.io

With LeadsBridge you may use these entity concepts for Flexie.io.

1. Lead

2. Account

3. Contact

4. Deal

5. Case

6. Customentity

Which segmentation concepts we support for Flexie.io

With LeadsBridge you may use these segmentation concepts for Flexie.io.

1. List

Do you need help?

Here some additional resources:

• LeadsBridge KNOWLEDGE BASE
• Contact support from your account clicking on the top right Support button