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How to connect Setmore with Salesforce® Marketing Cloud

Connect Setmore to Salesforce® Marketing Cloud with LeadsBridge

Setmore » Salesforce® Marketing Cloud

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

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

Before you start

  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

Step 1: Bridge's Main information

  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 Setmore as the source for your bridge
  4. Choose Salesforce® Marketing Cloud as the destination
  5. Click on the Next button

Step 2: Setup your Setmore source

You may send lead's information from Setmore to LeadsBridge through the Email Importer feature.

Copy the Email Address that you see in this step and set this endpoint as the data receiver inside your Setmore settings.

How to setup the webhook on Setmore

Before proceeding

One last thing before proceeding to the next step is to send a test lead from Setmore. This will allow us to recognize the attributes you'd like to pass along and offer them as presets in the next steps of the setup.

  1. Please make sure the LeadsBridge screen is saying "Waiting for New Lead...", it means that we're ready to receive your test data
  2. Go to Setmore
  3. Submit a test lead
  4. Once done go back to LeadsBridge and verify that your test was sent successfully
  5. You should see the information processed correctly by the app
  6. Click on the Next button

Step 3: Setup your Salesforce® Marketing Cloud destination

  1. Type in the integration's name in the dedicated field
  2. Enter Client ID, Client Secret and Authentication Base URI to connect Salesforce® Marketing Cloud with LeadsBridge
    1. Log into Exact Target with an Admin User
    2. 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
    3. Click on your username on the top right of the screen
    4. Click on Setup
    5. Go to Apps » Installed Packages, under Platform Tools
    6. Click on New at the top right of the screen
    7. Give a name to your New Package, for example LeadsBridge
    8. Click on Save
    9. Click on Add Component
    10. Select API Integration, then click on Next
    11. Select Server-to-Server, then click on Next
    12. Click on the Edit button of the API Integration you just created
    13. Flag the following items:

      1. Under Channels » Web, flag Read, Write and Publish
      2. Under Contacts » Audiences & Contacts » List and Subscribers, flag every item (if you want to use Lists)
      3. Under Data » Data Extensions & Data » File Locations, flag every item (if you want to use Data Extensions )
    14. Click on Save
    15. Copy the Authentication Base URI, Client ID and Client Secret from the API Integration you have just created on Exact Target
    16. Paste that information inside your LeadsBridge integration setup
  3. Click on the Next button
  4. You'll now be able to select the destination segment to send your leads to
  5. 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
  6. Click on the Next button

Step 4: Fields Mapping

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 Salesforce® Marketing Cloud.

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

  • Check each of the Salesforce® Marketing Cloud fields available
  • Match the information you wish to pass along from Setmore
  • 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
  5. The field will appear above
  6. 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.

Step 5: Test

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

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Setmore to Salesforce® Marketing Cloud with LeadsBridge, do not hesitate to contact our Support!