Connect Selligent Marketing Cloud to Insightly Education CRM with LeadsBridge

1. Head over to the left sidebar and click on Bridges
2. You'll be taken to the Bridges section of your account
3. Click on the Add New button
4. You'll be taken to the first step of the bridge creation

1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
2. You may add labels to help you identify your bridge later
3. Choose Selligent Marketing Cloud as the source for your bridge
4. Choose Insightly Education CRM as the destination
5. Click on the Next button

1. Type in the name you'd like to call your integration
2. Enter Organization, API URL, Consumer key and Consumer secret to connect your Selligent Marketing Cloud with LeadsBridge
4. Select the segment you'd like to use as the source for your leads
5. Click on the Next button

1. Type in the integration's name in the dedicated field
2. Enter API Key to connect Insightly Education CRM with LeadsBridge
4. Enable the Lead Management option for each user.
   1. Login to your Insightly account,
   2. Go on the top right menu » System settings
   3. Click on the left menu » Leads Management tab
   4. Check the Leads Management box.
   
   
5. To find the API Key follow these steps:
   1. Login inside your Insightly account
   2. Go on the top right menu and select User Settings
   3. Scroll down the tab till you find the API Key
   4. Paste the API Key in the LeadsBridge integration
   
   
6. Click on the Next button
7. You'll now be able to select the destination segment to send your leads to
8. 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
9. Click on the Next button

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Insightly Education CRM.

Underneath there's a box where you may add the information you'd like to send.

• Check each of the Insightly Education CRM fields available
• Match the information you wish to pass along from Selligent Marketing Cloud
• You may type the information manually and pass them as a static value
• Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
• You may also leave blank the box of a field's information you don't want to send through

Custom Fields

1. If you'd like to add more fields, just look at the bottom of the page
2. Head over the "Don't find a CRM custom field?" box
3. Select the field you'd like to add from the dropdown list
4. Click the Add Custom Field button
6. The field will appear above
7. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

1. To create a new test lead, fill in the required information when prompted
2. Click Test Now
3. To test with a real lead, switch the toogle to "Test with existing lead".
4. Click Sync Now along the lead you'd like to send
5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
6. Click Finish to save your settings and turn active your bridge