Connect Optin Monster to Klaviyo OAuth - Beta with LeadsBridge

In this article, you'll learn how to set up the bridge and connect Optin Monster to My CRM Example using LeadsBridge.

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

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

Choose Optin Monster as the source for your bridge
Choose Klaviyo OAuth - Beta 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)

Click on Connect Optin Monster
Click on Create new integration to connect your Optin Monster (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Optin Monster integration
Fill field to connect Optin Monster with LeadsBridge
Click on the Authorize button
You can choose a name for this Optin Monster 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 Optin Monster is connected, you can continue with the set-up of your bridge

Click on Connect Klaviyo OAuth - Beta
Click on Create new integration to connect your Klaviyo OAuth - Beta (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Klaviyo OAuth - Beta integration
Fill field to connect Klaviyo OAuth - Beta with LeadsBridge
Click on the Authorize button
You can choose a name for this Klaviyo OAuth - Beta 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 Klaviyo OAuth - Beta is connected, you can continue with the set-up of your bridge

You may choose to receive an email receipt for each incoming lead.

Here you'll be able to map your Optin Monster information with your Klaviyo OAuth - Beta fields.

You will have Klaviyo OAuth - Beta fields on the left. Match the information you wish to pass align from Optin Monster
Based on Klaviyo OAuth - Beta 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

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

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.

Congratulations! Now your bridge is up and running

Here some additional resources: