Syncing 10,000 leads/mo? Get a demo
Platform.ly logo
+
LeadByte logo

How to connect Platform.ly with LeadByte

Connect Platform.ly to LeadByte with LeadsBridge

Platform.ly » LeadByte

In this article, you'll learn how to set up the bridge and connect Platform.ly to LeadByte using LeadsBridge.

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

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose Platform.ly as the source for your bridge
  4. Choose LeadByte as the destination
  5. Click on the Next button

Step 2: Setup your Platform.ly source

  1. Type in the name you'd like to call your integration
  2. Enter API Key to connect your Platform.ly with LeadsBridge
  3. Please, contact the Platform.ly support for the "API Key".
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your LeadByte destination

  1. Type in the integration's name in the dedicated field
  2. Enter Account name and API Key to connect LeadByte with LeadsBridge
  3. The Account Name is the name of the LeadByte Account used for your User.
    You could find it in the login URL

    XXXX.leadbyte.co.uk where XXXX is the Account Name

    To find the API Key open the REST API section clicking on the menu "Admin --> Tech Hub --> REST API"
  4. Click on the Edit button for the related User.
    You could find the API Key under the related label (see GREEN box 1 in the image below).

    There are other two important configurations to setup
    • API Version to 1.2 (see GREEN box 2 in the image below)
    • Set Read permissions for Campaigns and Create permission for Leads (see GREEN box 3 in the image below)

  5. Another important configuration is the Daily API rate limits.

    If you set a specific daily limit, once the limit is reached, LeadsBridge will not be able to sync Leads until the limit is reset on the day after.

    If you don't need a daily limit, leave the values to 0.
  6. Click on the Next button
  7. You'll now be able to select the destination segment to send your leads to
  8. 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
  9. Click on the Next button

Step 4: Fields Mapping

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on LeadByte.

Underneath there's a box where you may add the information you'd like to send.

  • Check each of the LeadByte fields available
  • Match the information you wish to pass along from Platform.ly
  • You may type the information manually and pass them as a static value
  • Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
  • You may also leave blank the box of a field's information you don't want to send through

Custom Fields

  1. If you'd like to add more fields, just look at the bottom of the page
  2. Head over the "Don't find a CRM custom field?" box
  3. Select the field you'd like to add from the dropdown list
  4. Click the Add Custom Field button
  5. The field will appear above
  6. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

Step 5: Test

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

  1. To create a new test lead, fill in the required information when prompted
  2. Click Test Now
  3. To test with a real lead, switch the toogle to "Test with existing lead".
  4. Click Sync Now along the lead you'd like to send
  5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
  6. Click Finish to save your settings and turn active your bridge

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Platform.ly to LeadByte with LeadsBridge, do not hesitate to contact our Support!