Connect Salesforce® Marketing Cloud to FreshSales with LeadsBridge

In this article, you'll learn how to set up the bridge and connect Salesforce® Marketing Cloud to My CRM Example using LeadsBridge.

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

Before you start

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 Salesforce® Marketing Cloud as the source for your bridge
Choose FreshSales 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 Salesforce® Marketing Cloud with FreshSales

Step 2.A: Setup your Salesforce® Marketing Cloud integration

Click on Connect Salesforce® Marketing Cloud
Click on Create new integration to connect your Salesforce® Marketing Cloud (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Salesforce® Marketing Cloud integration
Fill Client ID, Client Secret, Authentication Base URI field to connect Salesforce® Marketing Cloud with LeadsBridge
Click on the Authorize button
You can choose a name for this Salesforce® Marketing Cloud 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 Salesforce® Marketing Cloud is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for Salesforce® Marketing Cloud

How to get Client ID, Client Secret, Authentication Base URI

Log into Exact Target with an Admin User

On the top right of the screen, next to your username, make sure to select the correct Company, or Business Unit, that you want to connect with LeadsBridge

Click on your username on the top right of the screen

Click on Setup

Go to Apps » Installed Packages, under Platform Tools

Click on New at the top right of the screen

Give a name to your New Package, for example LeadsBridge

Click on Save

Click on Add Component

Select API Integration, then click on Next

Select Server-to-Server, then click on Next

Click on the Edit button of the API Integration you just created

Flag the following items:

Under Channels » Web, flag Read, Write and Publish

Under Contacts » Audiences & Contacts » List and Subscribers, flag every item (if you want to use Lists)

Under Data » Data Extensions & Data » File Locations, flag every item (if you want to use Data Extensions )

Click on Save

Copy the Authentication Base URI, Client ID and Client Secret from the API Integration you have just created on Exact Target

Paste that information inside your LeadsBridge integration setup

Step 2.C: Setup your FreshSales integration

Click on Connect FreshSales
Click on Create new integration to connect your FreshSales (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the FreshSales integration
Fill Sub Domain, API Key field to connect FreshSales with LeadsBridge
Click on the Authorize button
You can choose a name for this FreshSales 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 FreshSales is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for FreshSales

How to get Sub Domain, API Key

To find your API key you should click on your Profile picture and select Settings. Then click on the API settings tab, where you'll find the API key provided in the field "Your API key". ( Learn more)

Other Info

The subdomain is the registered domain name in your freshsales.io account, it shows like this: https://subdomainexample.freshsales.io

You should only type in the subdomainexample part of it.

Step 2.E: 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 Salesforce® Marketing Cloud information with your FreshSales fields.

You will have FreshSales fields on the left. Match the information you wish to pass align from Salesforce® Marketing Cloud
Based on FreshSales 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.

Step 4: Save and Publish

Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources:

Salesforce® Marketing Cloud documentation page and common questions
FreshSales documentation page and common questions
LeadsBridge KNOWLEDGE BASE
Contact support from your account clicking on the top right Support button

How to connect Salesforce® Marketing Cloud with FreshSales