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 LeadQuizzes as the source for your bridge
Choose Gmail 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 LeadQuizzes with Gmail
Step 2.A: Setup your LeadQuizzes integration
Click on Connect LeadQuizzes
Click on Create new integration to connect your LeadQuizzes (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the LeadQuizzes integration
Fill field to connect LeadQuizzes with LeadsBridge
Click on the Authorize button
You can choose a name for this LeadQuizzes 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 LeadQuizzes is connected, you can continue with the set-up of your bridge
Step 2.B: Setup your Gmail integration
Click on Connect Gmail
Click on Create new integration to connect your Gmail (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Gmail integration
Fill Sender Email, To Receivers, Subject, Text before lead data field to connect Gmail with LeadsBridge
Click on the Authorize button
You can choose a name for this Gmail 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 Gmail 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 LeadQuizzes information with your Gmail fields.
You will have Gmail fields on the left. Match the information you wish to pass align from LeadQuizzes
Based on Gmail 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.
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