Connect FreshSales to SpotOption with LeadsBridge
In this article, you'll learn how to set up the bridge and connect FreshSales 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 FreshSales as the source for your bridge
- Choose SpotOption 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 FreshSales with SpotOption
Step 2.A: Setup your FreshSales integration
- Click on Connect FreshSales
- Click on Create new integration to connect your FreshSales (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the FreshSales integration
- Fill Sub Domain, API Key field to connect FreshSales with LeadsBridge
- Click on the Authorize button
- You can choose a name for this FreshSales 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 FreshSales is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for FreshSales
How to get Sub Domain, API Key
To find your API key you should click on your Profile picture and select Settings. Then click on the API settings tab, where you'll find the API key provided in the field "Your API key".
( Learn more)
Other Info
The subdomain is the registered domain name in your freshsales.io account, it shows like this: https://subdomainexample.freshsales.io
You should only type in the subdomainexample part of it.
You should only type in the subdomainexample part of it.
Step 2.C: Setup your SpotOption integration
- Click on Connect SpotOption
- Click on Create new integration to connect your SpotOption (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the SpotOption integration
- Fill API URL, API Username, API Password field to connect SpotOption with LeadsBridge
- Click on the Authorize button
- You can choose a name for this SpotOption 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 SpotOption is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for SpotOption
How to get API URL, API Username, API Password
Enter the API URL (something like http://api-spotplatform.yourwebsite.com/Api)
Other Info
Enter the username and password for your SpotOption account.
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 FreshSales information with your SpotOption fields.
- You will have SpotOption fields on the left. Match the information you wish to pass align from FreshSales
- Based on SpotOption 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:
- FreshSales documentation page and common questions
- SpotOption documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
