Connect Inbox Sync (BCC) to Webhook - Classic with LeadsBridge
In this article, you'll learn how to set up the bridge and connect Inbox Sync (BCC) 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 Inbox Sync (BCC) as the source for your bridge
- Choose Webhook - Classic 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 Inbox Sync (BCC) with Webhook - Classic
Step 2.A: Setup your Inbox Sync (BCC) integration
- Click on Connect Inbox Sync (BCC)
- Click on Create new integration to connect your Inbox Sync (BCC) (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Inbox Sync (BCC) integration
- Fill field to connect Inbox Sync (BCC) with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Inbox Sync (BCC) 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 Inbox Sync (BCC) is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Inbox Sync (BCC)
Other Info
The Inbox Sync is a great tool that allows you to collect and send contact information from your email exchanges to your CRM by using a forwarding address provided by LeadsBridge.
[img]https://s3-us-west-2.amazonaws.com/website-leadsbridge/app/BCC_IMPORTER_auth_details_screenshot_0_20180814_072207.png[/img]
Once you’ve established communication with a person, you may reply to the email as usual and add the dedicated email in BCC. Doing so will let LeadsBridge read the contact information and send it to your CRM, autoresponder, or destination platform. ( Learn more)
[img]https://s3-us-west-2.amazonaws.com/website-leadsbridge/app/BCC_IMPORTER_auth_details_screenshot_0_20180814_072207.png[/img]
Once you’ve established communication with a person, you may reply to the email as usual and add the dedicated email in BCC. Doing so will let LeadsBridge read the contact information and send it to your CRM, autoresponder, or destination platform. ( Learn more)
Step 2.C: Setup your Webhook - Classic integration
- Click on Connect Webhook - Classic
- Click on Create new integration to connect your Webhook - Classic (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Webhook - Classic integration
- Fill URL, Access Secret field to connect Webhook - Classic with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Webhook - Classic 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 Webhook - Classic is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for Webhook - Classic
How to get URL, Access Secret
In order to correctly recognize incoming data when the Webhook Integration is used as Source you should do the following:
1. Go into the Source step of your Incoming Webhook Bridge
2. If the Bridge says Waiting for New Lead… means that is on Listening Mode and that any data you submit to the Webhook URL will be read by the LeadsBridge as soon as it arrives into the system
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3. You should leave this page open and submit data from the Source in which you have assigned the Webhook URL provided by LeadsBridge. In case you need to close the page and go back later to the Bridge configuration, make sure to set the Bridge on Listening Mode by clicking on the Recognize Other Fields button
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4. Once you’re able to submit data from your Source it should get automatically recognized by LeadsBridge
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5. In case you forgot to add some data, you should set the Bridge on Listening Mode by clicking on the Recognize Other Fields button and submit new data from your Source
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6. In case data is not being correctly recognized you may reach our support with the Missing or wrong fields? Ask for help! button
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7. Once all the data you want to map from your Source has been correctly recognized you should continue with your Bridge configuration by clicking on Next
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In case you need to map new fields from your Source you should open your Bridge and follow the guidelines from step 5.
1. Go into the Source step of your Incoming Webhook Bridge
2. If the Bridge says Waiting for New Lead… means that is on Listening Mode and that any data you submit to the Webhook URL will be read by the LeadsBridge as soon as it arrives into the system
3. You should leave this page open and submit data from the Source in which you have assigned the Webhook URL provided by LeadsBridge. In case you need to close the page and go back later to the Bridge configuration, make sure to set the Bridge on Listening Mode by clicking on the Recognize Other Fields button
4. Once you’re able to submit data from your Source it should get automatically recognized by LeadsBridge
5. In case you forgot to add some data, you should set the Bridge on Listening Mode by clicking on the Recognize Other Fields button and submit new data from your Source
6. In case data is not being correctly recognized you may reach our support with the Missing or wrong fields? Ask for help! button
7. Once all the data you want to map from your Source has been correctly recognized you should continue with your Bridge configuration by clicking on Next
In case you need to map new fields from your Source you should open your Bridge and follow the guidelines from step 5.
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 Inbox Sync (BCC) information with your Webhook - Classic fields.
- You will have Webhook - Classic fields on the left. Match the information you wish to pass align from Inbox Sync (BCC)
- Based on Webhook - Classic 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:
- Inbox Sync (BCC) documentation page and common questions
- Webhook - Classic documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button