Connect Gravity Forms to PandaTS (SoarFX) with LeadsBridge

1. Head over to the left sidebar and click on Bridges
2. You'll be taken to the Bridges section of your account
3. Click on the Add New button
4. You'll be taken to the first step of the bridge creation

1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
2. You may add labels to help you identify your bridge later
3. Choose Gravity Forms as the source for your bridge
4. Choose PandaTS (SoarFX) as the destination
5. Click on the Next button

You may send lead's information from Gravity Forms to LeadsBridge through the Webhook feature.

Copy the Webhook address that you see in this step and set this endpoint as the data receiver inside your Gravity Forms settings.

How to setup the webhook on Gravity Forms

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

Before proceeding

One last thing before proceeding to the next step is to send a test lead from Gravity Forms. This will allow us to recognize the attributes you'd like to pass along and offer them as presets in the next steps of the setup.

1. Please make sure the LeadsBridge screen is saying "Waiting for New Lead...", it means that we're ready to receive your test data
2. Go to Gravity Forms
3. Submit a test lead
4. Once done go back to LeadsBridge and verify that your test was sent successfully
5. You should see the information processed correctly by the app
6. Click on the Next button

1. Type in the integration's name in the dedicated field
2. Enter Partner ID and Partner Secret Key to connect PandaTS (SoarFX) with LeadsBridge
4. In order to retrieve the Partner ID and the Partner Secret Key, we suggest you to ask to your SoarFX support.
5. Click on the Next button
6. You'll now be able to select the destination segment to send your leads to
7. 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
8. Click on the Next button

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on PandaTS (SoarFX).

Underneath there's a box where you may add the information you'd like to send.

• Check each of the PandaTS (SoarFX) fields available
• Match the information you wish to pass along from Gravity Forms
• You may type the information manually and pass them as a static value
• Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
• You may also leave blank the box of a field's information you don't want to send through

Custom Fields

1. If you'd like to add more fields, just look at the bottom of the page
2. Head over the "Don't find a CRM custom field?" box
3. Select the field you'd like to add from the dropdown list
4. Click the Add Custom Field button
6. The field will appear above
7. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

1. To create a new test lead, fill in the required information when prompted
2. Click Test Now
3. To test with a real lead, switch the toogle to "Test with existing lead".
4. Click Sync Now along the lead you'd like to send
5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
6. Click Finish to save your settings and turn active your bridge