Connect LionDesk to Microsoft Dynamics CRM with LeadsBridge
»
In this article, you'll learn how to set up the bridge and connect LionDesk 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 LionDesk as the source for your bridge
- Choose Microsoft Dynamics 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 LionDesk with Microsoft Dynamics CRM
Step 2.A: Setup your LionDesk integration
- Click on Connect LionDesk
- Click on Create new integration to connect your LionDesk (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the LionDesk integration
- Click on Authorize and you will be prompted to the LionDesk 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 LionDesk 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 LionDesk is connected, you can continue with the set-up of your bridge
Step 2.B: Setup your Microsoft Dynamics CRM integration
- Click on Connect Microsoft Dynamics CRM
- Click on Create new integration to connect your Microsoft Dynamics CRM (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Microsoft Dynamics CRM integration
- Click on Authorize and you will be prompted to the Microsoft Dynamics CRM 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 Microsoft Dynamics 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 Microsoft Dynamics CRM is connected, you can continue with the set-up of your bridge
Step 2.C: Configuration details for Microsoft Dynamics CRM
Other Info
Click Authorize and you’ll be redirected to Microsoft's site, where you should grant the access permission.
Step 2.D: 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 LionDesk information with your Microsoft Dynamics CRM fields.
- You will have Microsoft Dynamics CRM fields on the left. Match the information you wish to pass align from LionDesk
- Based on Microsoft Dynamics 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 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:
- LionDesk documentation page and common questions
- Microsoft Dynamics CRM documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button