Integrate ProsperWorks with LeadsBridge
Intro
ProsperWorks is a CRM solution for Google Apps and G Suite, that helps you to manage your entire sales pipeline, identify your contacts and opportunities, and get a visual overview of your entire customer base.
In this article, you'll learn how to connect your LeadsBridge account with ProsperWorks.
Connect ProsperWorks integration
Before you start
- Head over to the left sidebar and click on the Create new Bridge button
- Select your integrations in the selectors
- Click on the Continue button at the bottom right
Authorize ProsperWorks integration
Setup your ProsperWorks integration
- Click on Connect ProsperWorks
- Click on Create new integration to connect your ProsperWorks (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the ProsperWorks integration
- Fill Access Token, Owner Email field to connect ProsperWorks with LeadsBridge
- Click on the Authorize button
- You can choose a name for this ProsperWorks 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 ProsperWorks is connected, you can continue with the set-up of your bridge
Configuration details for ProsperWorks
Which entity concepts we support for ProsperWorks
With LeadsBridge you may use these entity concepts for ProsperWorks.
Lead
A lead refers to a potential customer contact.Person
A person is just a contact with no sales references.Opportunity
A person who expressed a willingness to proceed with the purchase of your product.
Which segmentation concepts we support for ProsperWorks
With LeadsBridge you may use these segmentation concepts for ProsperWorks.
Lead Status
A lead status is the actual condition of a leadPipeline
A pipeline is a set of stages in which the lead will go throughCustomer Source
A customer source is the system or way a lead has become an actual customerTag
In information systems, a tag is a keyword or term assigned to a piece of information (such as a bookmark) that helps identify and find an item.
Do you need help?
Here some additional resources:
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button