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How to connect Intercom with Optivo
Intercom / Optivo
Documentation

Connect Intercom to Optivo with LeadsBridge

Intercom » Optivo

In this article, you'll learn how to set up the bridge and connect Intercom to Optivo using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  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

Step 2: Setup your Intercom source

  1. Type in the name you'd like to call your integration
  2. Select the segmentation concept you'd like to use
  3. Click on the Authorize button
  4. Login to the account you'd like to use
  5. Allow LeadsBridge to access your Intercom information
  6. Once done you'll be taken back to the bridge with a blue info success message
  7. Select the segment you'd like to use as the source for your leads
  8. Click on the Next button

Step 3: Setup your Optivo destination

  1. Type in the integration's name in the dedicated field
  2. Enter Username, Password and Mandatory ID to connect Optivo with LeadsBridge
  3. Create a new user inside Optivo with permission to use SOAP API.
    • Go to Settings
    • Click on API to find Username, Password and Mandatory ID.
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. 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
  7. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Intercom to Optivo with LeadsBridge, do not hesitate to contact our Support!