How to connect LiveChat Inc with ClickDimensions
LiveChat Inc / ClickDimensions

Connect LiveChat Inc to ClickDimensions with LeadsBridge

LiveChat Inc » ClickDimensions

In this article, you'll learn how to set up the bridge and connect LiveChat Inc to ClickDimensions using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  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

Step 2: Setup your LiveChat Inc source

You may send lead's information from LiveChat Inc to LeadsBridge through the Webhook feature.

Copy the Webhook address that you see in this step and set this endpoint as the data receiver inside your LiveChat Inc settings.

How to setup the webhook on LiveChat Inc

In order to get your Username and Access Token you should follow the steps below:

  1. Log into your LiveChat account
  2. Go to your Developer Console, or click here: ( OPEN LINK)
  3. Then, go to Tools » Personal Access Tokens
  4. Copy the Entity ID, and paste it under Username in your Integration
  5. Then, click on the Create new token button
  6. Assign a unique Name to your Token and select your Access scopes
  7. Click on Create token
  8. Finally, copy the information under Token and paste it under Access Token in your Integration
For further information open the link below:( OPEN LINK)

Before proceeding

One last thing before proceeding to the next step is to send a test lead from LiveChat Inc. This will allow us to recognize the attributes you'd like to pass along and offer them as presets in the next steps of the setup.

  1. Please make sure the LeadsBridge screen is saying "Waiting for New Lead...", it means that we're ready to receive your test data
  2. Go to LiveChat Inc
  3. Submit a test lead
  4. Once done go back to LeadsBridge and verify that your test was sent successfully
  5. You should see the information processed correctly by the app
  6. Click on the Next button

Step 3: Setup your ClickDimensions destination

  1. Type in the integration's name in the dedicated field
  2. Enter Form URL where you want to send your leads
  3. To get the Form URL of your ClickDimensions form, please first log in on your CD account.
    1. Go to "Settings" » "Web Content"
    2. Open the desired form by clicking on its name
    3. Click on "Design"
    4. Then press the Embed Button on the Web Content you created
    This will open a window that contains the URL to embed the form.
  4. Please set up a "Custom URL" or use the default one by using the "Embed as Link" option.

    Then click on the "Copy URL" button to get the Form URL.
  5. "Success Patterns" and "Failure Patterns" can be left with their default values. This is optional so you may not worry about it unless you encounter errors on your sync.

    To set up those patterns, you should enter the parameters based on your server responses. Since these responses don't depend on LeadsBridge, you may need the help of a tech guy.
  6. Click on the Next button
  7. You'll now be able to select the destination segment to send your leads to
  8. 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
  9. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from LiveChat Inc to ClickDimensions with LeadsBridge, do not hesitate to contact our Support!