Connect Salesforce® Marketing Cloud to Welcome SMS with LeadsBridge
![](https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-logos/logo3330.png)
![](https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-logos/logo3330.png)
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 Welcome SMS 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 Welcome SMS
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
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/app_config_50.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/app_config_50.png)
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 Welcome SMS integration
- Click on Connect Welcome SMS
- Click on Create new integration to connect your Welcome SMS (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Welcome SMS integration
- Fill Send SMS from field to connect Welcome SMS with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Welcome SMS 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 Welcome SMS is connected, you can continue with the set-up of your bridge
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/app_config_748.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/app_config_748.png)
Step 2.D: Configuration details for Welcome SMS
How to get Send SMS from
Send SMS from is the sender's phone number of your Welcome SMS.
You may even enter a text as the SMS sender, like your name or your company name (for example: ACME Company); obviously, leads will not be able to reply to you.
We suggest using your phone number, or a designated one so your leads can reply and get in touch with your company after receiving the SMS.
The phone should be written with the +CAT format, as per the example below.
DISCLAIMER: If the receiver number is from the US or Canada, the sender's phone number will not be visible in accordance with their national legislation.
You may even enter a text as the SMS sender, like your name or your company name (for example: ACME Company); obviously, leads will not be able to reply to you.
We suggest using your phone number, or a designated one so your leads can reply and get in touch with your company after receiving the SMS.
The phone should be written with the +CAT format, as per the example below.
DISCLAIMER: If the receiver number is from the US or Canada, the sender's phone number will not be visible in accordance with their national legislation.
![](https://s3-us-west-2.amazonaws.com/website-leadsbridge/app/SMS_BY_LEADSBRIDGE_auth_details_screenshot_0_20190211_145920.png)
![](https://s3-us-west-2.amazonaws.com/website-leadsbridge/app/SMS_BY_LEADSBRIDGE_auth_details_screenshot_0_20190211_145920.png)
Step 2.E: Email Receipt (Optional)
You may choose to receive an email receipt for each incoming lead.
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/EmailReceipt.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/EmailReceipt.png)
- 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 Welcome SMS fields.
- You will have Welcome SMS fields on the left. Match the information you wish to pass align from Salesforce® Marketing Cloud
- Based on Welcome SMS 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
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/NBEE_FieldsMapping.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/NBEE_FieldsMapping.png)
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
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/NBEE_Filter.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/NBEE_Filter.png)
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
- Welcome SMS documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button