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How to connect Optivo with LeadsBridge
Optivo
Documentation

Integrate Optivo with LeadsBridge

optivo® broadmail is a modern and efficient cloud solution for automated, sales-boosting

optivo® broadmail is a modern and efficient cloud solution for automated, sales-boosting one-to-one dialogue.

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

Connect Optivo integration

  1. Head over to the left sidebar and click on Integrations
  2. Click on the Add New button
  3. Enter a recognizable name for your integration
  4. Click on the Browse button
  5. Select "Optivo" from the providers list
  6. Click on the Next button
  7. Enter Username, Password and Mandatory ID to connect Optivo with LeadsBridge
  8. Click on the Finish button

How to get the Username, Password and Mandatory ID

Create a new user inside Optivo with permission to use SOAP API.
  • Go to Settings
  • Click on API to find Username, Password and Mandatory ID.

Which entity concepts we support for Optivo

  1. Recipient

Which segmentation concepts we support for Optivo

With LeadsBridge you may use these segmentation concept for Optivo.

  1. List

Common questions for Optivo

How can I set up the double opt-in inside LeadsBridge?

Add the optinProcessId Custom Field in the Field Matching step of your bridge and match it with the correct value.
This value can be found in the DOI list.

If you leave the optinProcessId field empty, the lead will be insert as confirmed.

How do I set up the YES or NO fields on LeadsBridge?

YES should be set as true and NO as false.

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If you have any further questions regarding this matter, or if you need help to set up the connection between Optivo with LeadsBridge, do not hesitate to get in touch!