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 ManyChat as the source for your bridge
Choose ClickSend 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 ManyChat with ClickSend CRM
Step 2.A: Setup your ManyChat integration
Click on Connect ManyChat
Click on Create new integration to connect your ManyChat (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the ManyChat integration
Fill URL, Access Secret field to connect ManyChat with LeadsBridge
Click on the Authorize button
You can choose a name for this ManyChat 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 ManyChat is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for ManyChat
How to get URL, Access Secret
1. Go on your ManyChat account and click on "Flows". 2. Create a "New Flow" or "Edit" an existing one. 3. Once done, click on "Go to Flow Builder" and select "Perform Actions". 4. Add the "External Request" by clicking on "+ Action". 5. Click on "External Request" option to open the "Edit Request" page. 6. On the "Edit Request" page, paste the Webhook URL provided by LeadsBridge in the "Request URL" field. 7. On the "Request Body" section, click on "Add Full Subscriber Data" to add all user's fields.
( Learn more)
Other Info
Required: to use ManyChat as a source please confirm that you have the External Request (PRO feature) available in your ManyChat Flows.
8. Click on "Test the Request" to send a test lead to LeadsBridge. 9. On LeadsBridge side: stay on the Source step (2° step) of the bridge while sending this test, this way LeadsBridge will be able to recognize the fields and let you do the matching with your destination integration.
See the GIF below that illustrate the process.
Step 2.C: Setup your ClickSend CRM integration
Click on Connect ClickSend CRM
Click on Create new integration to connect your ClickSend CRM (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the ClickSend CRM integration
Fill Username, API Key field to connect ClickSend CRM with LeadsBridge
Click on the Authorize button
You can choose a name for this ClickSend 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 ClickSend CRM is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for ClickSend CRM
How to get Username, API Key
you can find information on the ClickSend API key by visiting this page: https://developers.clicksend.com/docs/
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 ManyChat information with your ClickSend CRM fields.
You will have ClickSend CRM fields on the left. Match the information you wish to pass align from ManyChat
Based on ClickSend 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.
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