Connect Keap to InTouch Follow-up with LeadsBridge
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In this article, you'll learn how to set up the bridge and connect Keap 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 Keap as the source for your bridge
- Choose InTouch Follow-up 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 Keap with InTouch Follow-up
Step 2.A: Setup your Keap integration
- Click on Connect Keap
- Click on Create new integration to connect your Keap (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Keap integration
- Click on Authorize and you will be prompted to the Keap authorization experience
- Here you will need to provide the info required and grant access to LeadsBridge
- Once done, you will be get back to LeadsBridge application
- You can choose a name for this Keap 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 Keap is connected, you can continue with the set-up of your bridge
Step 2.B: Setup your InTouch Follow-up integration
- Click on Connect InTouch Follow-up
- Click on Create new integration to connect your InTouch Follow-up (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the InTouch Follow-up integration
- Fill HTML form code field to connect InTouch Follow-up with LeadsBridge
- Click on the Authorize button
- You can choose a name for this InTouch Follow-up 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 InTouch Follow-up is connected, you can continue with the set-up of your bridge
Step 2.C: 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 Keap information with your InTouch Follow-up fields.
- You will have InTouch Follow-up fields on the left. Match the information you wish to pass align from Keap
- Based on InTouch Follow-up 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 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:
- Keap documentation page and common questions
- InTouch Follow-up documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button