Connect Klick-Tipp to Wealthbox with LeadsBridge

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

1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
2. You may add labels to help you identify your bridge later
3. Choose Klick-Tipp as the source for your bridge
4. Choose Wealthbox as the destination
5. Click on the Next button

1. Type in the name you'd like to call your integration
2. Enter Username and Password to connect your Klick-Tipp with LeadsBridge
4. Enter the Username and Password (your Klick-Tipp credentials)
5. Select the segment you'd like to use as the source for your leads
6. Click on the Next button

1. Type in the integration's name in the dedicated field
2. Enter API Key to connect Wealthbox with LeadsBridge
4. In order to create a Wealthbox API Key to use in LeadsBridge you should follow the steps below:
   
   
   1. Log into Wealthbox
   2. Click on the three dots icon in the top-right menu
   3. Then, click on Settings
   4. Go to PERSONAL → API Access
   5. Click on Create Access Token
   6. Assign a Label to your New Access Token, for instance, My LeadsBridge Access Token
   7. Click on Save
   8. Then, copy the generated API token
   9. Finally, go back to LeadsBridge and paste the API Key into your Wealthbox integration configuration
5. Click on the Next button
6. You'll now be able to select the destination segment to send your leads to
7. 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
8. Click on the Next button

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Wealthbox.

Underneath there's a box where you may add the information you'd like to send.

• Check each of the Wealthbox fields available
• Match the information you wish to pass along from Klick-Tipp
• You may type the information manually and pass them as a static value
• Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
• You may also leave blank the box of a field's information you don't want to send through

Custom Fields

1. If you'd like to add more fields, just look at the bottom of the page
2. Head over the "Don't find a CRM custom field?" box
3. Select the field you'd like to add from the dropdown list
4. Click the Add Custom Field button
6. The field will appear above
7. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

1. To create a new test lead, fill in the required information when prompted
2. Click Test Now
3. To test with a real lead, switch the toogle to "Test with existing lead".
4. Click Sync Now along the lead you'd like to send
5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
6. Click Finish to save your settings and turn active your bridge