Connect FTP/SFTP to Email Notification with LeadsBridge

In this article, you'll learn how to set up the bridge and connect FTP/SFTP 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 FTP/SFTP as the source for your bridge
Choose Email Notification 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 FTP/SFTP with Email Notification

Step 2.A: Setup your FTP/SFTP integration

Click on Connect FTP/SFTP
Click on Create new integration to connect your FTP/SFTP (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the FTP/SFTP integration
Fill Use SFTP? (Secure FTP), FTP Host, FTP Port, FTP Username, FTP Password, Root directory, Destination filename pattern, Private Key, Charset, File's extension (eg. txt), Fields Separator Char, Headers row number (default 0) field to connect FTP/SFTP with LeadsBridge
Click on the Authorize button
You can choose a name for this FTP/SFTP 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 FTP/SFTP is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for FTP/SFTP

How to get Use SFTP? (Secure FTP), FTP Host, FTP Port, FTP Username, FTP Password, Root directory, Destination filename pattern, Private Key, Charset, File's extension (eg. txt), Fields Separator Char, Headers row number (default 0)

Some FTP/SFTP details such as host name, username and password are required for accessing your files on the server by using an FTP client. The FTP details will comprise a server address (similar to ftp.yourdomain.com), a username and a password.

In case that you don't have, or you don't know, those details, you should contact your web hosting provider, and they will be able to give you this information.

Usually, web hosting services provide you these details after you sign up for a web hosting package. In most cases you’ll receive your FTP/SFTP information details in the welcome email sent from your web host provider after signing up to their services.

Below you can find a short description for each field from the FTP/SFTP integration:

Use SFTP This toggle will allow you to use the Secure mode (SFTP), if your FTP server implements it

FTP Host This is the hosting server name

FTP Port This is the server port, the default port for FTP is 21, and for SFTP is 22

FTP Username/Password Your FTP credentials, usually they're the same as your cPanel login details

Root Directory This is the folder in your FTP service where you would read files from or put files to. If any provided, the root dir will be used

Headers row number This is the row index (0 based) in which the file headers are located

Charset This is the charset encoding of your input files

File's extension This is the extensions that will be used to filter files in case you use your integration as a Source

Fields Separator Char The char used as separator in the CSV file

Destination filename pattern This value will be used to define the name of the output file in case the integration is used as Destination. You may use Date and Time patterns chars such as Y/m/d H:i:s. Notice that you should type the pattern inside square brackets, for instance [Ymd]

How to get File's extension (eg. txt)

Please note that when used as Source FTP/SFTP, it only accepts .csv and .xls files. When used as Destination the integration only accepts .csv

Step 2.C: Setup your Email Notification integration

Click on Connect Email Notification
Click on Create new integration to connect your Email Notification (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Email Notification integration
Fill Sender Email, To Receivers, Subject, Text before lead data field to connect Email Notification with LeadsBridge
Click on the Authorize button
You can choose a name for this Email Notification 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 Email Notification is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for Email Notification

Other Info

This is a preview of the Email Notification message that will reach your inbox once the bridge is set up.

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 FTP/SFTP information with your Email Notification fields.

You will have Email Notification fields on the left. Match the information you wish to pass align from FTP/SFTP
Based on Email Notification 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:

FTP/SFTP documentation page and common questions
Email Notification documentation page and common questions
LeadsBridge KNOWLEDGE BASE
Contact support from your account clicking on the top right Support button

How to connect FTP/SFTP with Email Notification