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Integrate Octopus with LeadsBridge



Octopus CRM is part of the complete system, stand-alone solution for managing customers.

In this article, you'll learn how to connect your LeadsBridge account with Octopus.

Connect Octopus integration

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge button
  2. Select your integrations in the selectors
  3. Click on the Continue button at the bottom right

Authorize Octopus integration

Setup your Octopus integration

  1. Click on Connect Octopus
  2. Click on Create new integration to connect your Octopus (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Octopus integration
  4. Fill HTML form code field to connect Octopus with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Octopus and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your Octopus is connected, you can continue with the set-up of your bridge

Do you need help?

Here some additional resources: