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How to connect Pega CRM with LeadsBridge

Integrate Pega CRM with LeadsBridge

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Intro

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

Connect Pega CRM 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 Pega CRM integration

Setup your Pega CRM integration

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

Do you need help?

Here some additional resources: