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 Leadpages as the source for your bridge
Choose Insightly Education 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 Leadpages with Insightly Education CRM
Step 2.A: Setup your Leadpages integration
Click on Connect Leadpages
Click on Create new integration to connect your Leadpages (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Leadpages integration
Fill field to connect Leadpages with LeadsBridge
Click on the Authorize button
You can choose a name for this Leadpages 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 Leadpages is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Leadpages
Other Info
- Head over to Leadpages "Account Settings > Lead Notifications" section - Add a new “Lead Notifications” email address - Insert the unique email provided by LeadsBridge under “Add another email” type box - Once this is done, LeadPages will send a confirmation email - Go back to LeadsBridge and click on “Click Here To Open Link” so you may confirm the email. This is a very important step! - Go to your integrations page inside LeadPages and check the email status, it should say Confirmed
- Inside LeadPages, head over to the form you’d like to use as a source - Go to Edit Your Form and add the integration to the form - Select the unique email from LeadsBridge
- Now head back to LeadsBridge and click on “Recognize Other Fields” button - Once it says “Waiting for a New Lead” you may go to where your form is - View your form as a Lead, this means clicking on the “View” eye inside LeadPages or going to the page where it’s Published - Fill in information for a test lead and submit it - Go back to LeadsBridge and you’ll see the fields show up on the source step - You may now continue with the Destination set up and Fields Matching
Step 2.C: Setup your Insightly Education CRM integration
Click on Connect Insightly Education CRM
Click on Create new integration to connect your Insightly Education CRM (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Insightly Education CRM integration
Fill API Key field to connect Insightly Education CRM with LeadsBridge
Click on the Authorize button
You can choose a name for this Insightly Education 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 Insightly Education CRM is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for Insightly Education CRM
How to get API Key
To find the API Key follow these steps: 1. Login inside your Insightly account 2. Go on the top right menu and select User Settings 3. Scroll down the tab till you find the API Key 4. Paste the API Key in the LeadsBridge integration
Other Info
Enable the Lead Management option for each user. 1. Login to your Insightly account, 2. Go on the top right menu >> System settings 3. Click on the left menu >> Leads Management tab 4. Check the Leads Management box.
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 Leadpages information with your Insightly Education CRM fields.
You will have Insightly Education CRM fields on the left. Match the information you wish to pass align from Leadpages
Based on Insightly Education 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.
Not using LeadsBridge yet? Start your free trial today!