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 Gravity Forms as the source for your bridge
Choose ADF/XML (automotive) 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 Gravity Forms with ADF/XML (automotive)
Step 2.A: Setup your Gravity Forms integration
Click on Connect Gravity Forms
Click on Create new integration to connect your Gravity Forms (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Gravity Forms integration
Fill URL, Access Secret field to connect Gravity Forms with LeadsBridge
Click on the Authorize button
You can choose a name for this Gravity Forms 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 Gravity Forms is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Gravity Forms
How to get URL, Access Secret
Once you’ve arrived into the Source step of your Gravity Forms bridge, you should follow the steps below: 1. Go into your Gravity Forms account 2. Install the Gravity Forms Webhooks Add-On, if you don’t know how to install an add-on on Gravity Forms you can follow THESE guidelines 3. After you’ve installed the add-on you’ll need to create a feed, in order to do that go to your Form Settings 4. Click on the Webhooks tab 5. Then, click the Add New button 6. At this point you’ll need to configure the request that is going to be sent to the Webhook 7. Under Request URL you should paste the Webhook URL you get while creating your Bridge, if you’re unsure of what to select on the other settings, you may want to check THIS documentation 8. After this you may be able to continue with your Bridge setup
Step 2.C: Setup your ADF/XML (automotive) integration
Click on Connect ADF/XML (automotive)
Click on Create new integration to connect your ADF/XML (automotive) (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the ADF/XML (automotive) integration
Fill CRM Import Email field to connect ADF/XML (automotive) with LeadsBridge
Click on the Authorize button
You can choose a name for this ADF/XML (automotive) 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 ADF/XML (automotive) is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for ADF/XML (automotive)
Other Info
The only required information is the email address associated with the CRM where you need to send the leads to. To obtain it you should ask to your CRM support to provide the ADF-XML email associated with your 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 Gravity Forms information with your ADF/XML (automotive) fields.
You will have ADF/XML (automotive) fields on the left. Match the information you wish to pass align from Gravity Forms
Based on ADF/XML (automotive) 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!