Connect involve.me to FollowUpBoss with LeadsBridge
In this article, you'll learn how to set up the bridge and connect involve.me 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 involve.me as the source for your bridge
- Choose FollowUpBoss 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 involve.me with FollowUpBoss
Step 2.A: Setup your involve.me integration
- Click on Connect involve.me
- Click on Create new integration to connect your involve.me (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the involve.me integration
- Fill field to connect involve.me with LeadsBridge
- Click on the Authorize button
- You can choose a name for this involve.me 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 involve.me is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for involve.me
Other Info
- Copy the email provided by LeadsBridge on the second step of the bridge
- Then stay on this step of the bridge and go to Brandquiz
- Then stay on this step of the bridge and go to Brandquiz
- Log in your Brandquiz account
- On the General Settings section you have the option to choose receiving email notifications to a specific email address for each new completed lead.
- Paste the provided email in the notification section ( Learn more)
- On the General Settings section you have the option to choose receiving email notifications to a specific email address for each new completed lead.
- Paste the provided email in the notification section ( Learn more)
Once done, fill the form with test information and send it.
Then LeadsBridge will be able to recognize the fields and let you do the matching with your destination integration.
Then LeadsBridge will be able to recognize the fields and let you do the matching with your destination integration.
Step 2.C: Setup your FollowUpBoss integration
- Click on Connect FollowUpBoss
- Click on Create new integration to connect your FollowUpBoss (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the FollowUpBoss integration
- Fill API Key field to connect FollowUpBoss with LeadsBridge
- Click on the Authorize button
- You can choose a name for this FollowUpBoss 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 FollowUpBoss is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for FollowUpBoss
How to get API Key
The only information to be retrieved from Follow Up Boss is the API KEY.
Log into your FollowUpBoss account: https://app.followupboss.com.
Click on the user name and then on 'My Settings'.
Log into your FollowUpBoss account: https://app.followupboss.com.
Click on the user name and then on 'My Settings'.
On this page, you will find the API Key to paste inside your LeadsBridge integration.
Other Info
Then select 'Send In Leads' from the tabs on the top.
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 involve.me information with your FollowUpBoss fields.
- You will have FollowUpBoss fields on the left. Match the information you wish to pass align from involve.me
- Based on FollowUpBoss 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:
- involve.me documentation page and common questions
- FollowUpBoss documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
