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
Step 1: Choose the apps you want to connect
Choose Pipedrive as the source for your bridge
Choose Benchmark Email 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)
Step 2: Configure your Pipedrive with Benchmark Email
Step 2.A: Setup your Pipedrive integration
Click on Connect Pipedrive
Click on Create new integration to connect your Pipedrive (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Pipedrive integration
Click on Authorize and you will be prompted to the Pipedrive authorization experience
Here you will need to provide the info required and grant access to LeadsBridge
Once done, you will be get back to LeadsBridge application
You can choose a name for this Pipedrive 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 Pipedrive is connected, you can continue with the set-up of your bridge
Step 2.B: Setup your Benchmark Email integration
Click on Connect Benchmark Email
Click on Create new integration to connect your Benchmark Email (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Benchmark Email integration
Fill Username, Password field to connect Benchmark Email with LeadsBridge
Click on the Authorize button
You can choose a name for this Benchmark Email 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 Benchmark Email is connected, you can continue with the set-up of your bridge
Step 2.C: Email Receipt (Optional)
You may choose to receive an email receipt for each incoming lead.
Type the address(es) where you'd like to receive the receipt
You may also modify the Subject line of the email
Step 3: Fields Mapping
Here you'll be able to map your Pipedrive information with your Benchmark Email fields.
You will have Benchmark Email fields on the left. Match the information you wish to pass align from Pipedrive
Based on Benchmark Email 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
Step 3.A: Leads Filter (Optional)
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
Step 3.B Test Connection (Optional)
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.
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