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How to connect Practice Suite with LeadsBridge

Integrate Practice Suite with LeadsBridge

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Intro

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

Connect Practice Suite 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 Practice Suite integration

Setup your Practice Suite integration

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

Do you need help?

Here some additional resources: