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How to connect Nex Forms with Email Notification

Connect Nex Forms to Email Notification with LeadsBridge

Nex Forms » Email Notification

In this article, you'll learn how to set up the bridge and connect Nex Forms to Email Notification 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 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose Nex Forms as the source for your bridge
  4. Choose Email Notification as the destination
  5. Click on the Next button

Step 2: Setup your Nex Forms source

You may send lead's information from Nex Forms to LeadsBridge through the Email Importer feature.

Copy the Email Address that you see in this step and set this endpoint as the data receiver inside your Nex Forms settings.

How to setup the webhook on Nex Forms

Before proceeding

One last thing before proceeding to the next step is to send a test lead from Nex Forms. 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 Nex Forms
  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 Email Notification destination

  1. Type in the integration's name in the dedicated field
  2. Enter To Receivers where you want to send your leads
  3. This is a preview of the Email Notification message that will reach your inbox once the bridge is set up.
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. Click on the Next button

Step 4: Fields Mapping

Everything is already set up! No additional configuration is required for this Email Notification integration.

  • Let's head to the last step
  • Click on the Next button

Step 5: Test

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

  1. To create a new test lead, fill in the required information when prompted
  2. Click Test Now
  3. To test with a real lead, switch the toogle to "Test with existing lead".
  4. Click Sync Now along the lead you'd like to send
  5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
  6. Click Finish to save your settings and turn active your bridge

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 Nex Forms to Email Notification with LeadsBridge, do not hesitate to contact our Support!