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 Incoming Email as the source for your bridge
Choose Absolute Results 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 Incoming Email with Absolute Results
Step 2.A: Setup your Incoming Email integration
Click on Connect Incoming Email
Click on Create new integration to connect your Incoming Email (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Incoming Email integration
Fill field to connect Incoming Email with LeadsBridge
Click on the Authorize button
You can choose a name for this Incoming Email 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 Incoming Email is connected, you can continue with the set-up of your bridge
Step 2.B: 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!
Step 2.C: Setup your Absolute Results integration
Click on Connect Absolute Results
Click on Create new integration to connect your Absolute Results (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Absolute Results integration
Fill CRM Import Email field to connect Absolute Results with LeadsBridge
Click on the Authorize button
You can choose a name for this Absolute Results 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 Absolute Results is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for Absolute Results
Other Info
Required information: The email where you need to send the leads, to obtain it you should ask Absolute Results support.
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 Incoming Email information with your Absolute Results fields.
You will have Absolute Results fields on the left. Match the information you wish to pass align from Incoming Email
Based on Absolute Results 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.
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