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How to connect Incoming Email with LeadsBridge

Integrate Incoming Email with LeadsBridge

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Intro

The Incoming email is the email that you receive from the recipient.

In this article, you'll learn how to connect your LeadsBridge account with Incoming Email.

Connect Incoming Email integration

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge button
  2. Select your integrations in the selectors
  3. Click on the Continue button at the bottom right

Authorize Incoming Email integration

Setup your Incoming Email integration

  1. Click on Connect Incoming Email
  2. Click on Create new integration to connect your Incoming Email (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Incoming Email integration
  4. Fill field to connect Incoming Email with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Incoming Email and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your Incoming Email is connected, you can continue with the set-up of your bridge

Configuration details for Incoming Email

Other Info

This integration extracts, automatically, data from a specific email, and then transforms it into fields that may be used in your bridges.

To set it up, copy the email provided, then you can decide where to put it in your system according to your needs:
- as a recipient of your system notifications
- as a cc in the emails you receive to extract the data from the email body
Now you should trigger a test email notification or forward the email containing the desired information.
The system will recognize all fields that contain data and display them.
Now everything is ready!
You can combine the various fields recognized by the system to send them to your destination during the step of the fields matching!

Do you need help?

Here some additional resources: