Syncing 10,000 leads/mo? Get a demo
ProsperWorks logo

How to connect ProsperWorks with LeadsBridge

Integrate ProsperWorks with LeadsBridge

logo2944

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

  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 ProsperWorks integration

Setup your ProsperWorks integration

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

Configuration details for ProsperWorks

Other Info

System settings > API Keys and click the 'CREATE A KEY' button

Which entity concepts we support for ProsperWorks

With LeadsBridge you may use these entity concepts for ProsperWorks.

  1. Lead

    A lead refers to a potential customer contact.
  2. Person

    A person is just a contact with no sales references.
  3. 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.

  1. Lead Status

    A lead status is the actual condition of a lead
  2. Pipeline

    A pipeline is a set of stages in which the lead will go through
  3. Customer Source

    A customer source is the system or way a lead has become an actual customer
  4. Tag

    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: