Connect involve.me to Less Annoying CRM 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 Less Annoying CRM 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 Less Annoying CRM

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

- 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)

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.

Step 2.C: Setup your Less Annoying CRM integration

Click on Connect Less Annoying CRM
Click on Create new integration to connect your Less Annoying CRM (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Less Annoying CRM integration
Fill API Token, User Code, Pipeline Ids and Status Ids field to connect Less Annoying CRM with LeadsBridge
Click on the Authorize button
You can choose a name for this Less Annoying CRM 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 Less Annoying CRM is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for Less Annoying CRM

How to get API Token, User Code, Pipeline Ids and Status Ids

To find your API Token and User Code you should do the following:
1. Login inside your Less Annoying CRM
2. Go to Settings > View more settings options on the top right menu
3. Click on Developer API option, under the More Features section, or click here: https://www.lessannoyingcrm.com/app/settings/api
4. Then, click on Generate a new API token
5. Copy the User Code and API Token

6. Then, paste them inside your LeadsBridge integration
7. Go back to Less Annoying CRM, select and copy the Pipeline Ids and Status Ids data as shown in the following screenshot:

8. Go back to Leadsbridge, and paste the data you copied inside the field Pipeline Ids and Status Ids
9. The data on your integration should look similar as the one in the following screenshot:

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 Less Annoying CRM fields.

You will have Less Annoying CRM fields on the left. Match the information you wish to pass align from involve.me
Based on Less Annoying CRM 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
Less Annoying CRM documentation page and common questions
LeadsBridge KNOWLEDGE BASE
Contact support from your account clicking on the top right Support button

How to connect involve.me with Less Annoying CRM