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How to connect SharpSpring with Optivo

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Connect SharpSpring to Optivo with LeadsBridge

SharpSpring » Optivo

In this article, you'll learn how to set up the bridge and connect SharpSpring to My CRM Example 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 the Create new Bridge green button
  2. You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

  1. Choose SharpSpring as the source for your bridge
  2. Choose Optivo as the destination for your bridge
  3. Click on the Continue button
  4. 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 SharpSpring with Optivo

Step 2.A: Setup your SharpSpring integration

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

Step 2.B: Configuration details for SharpSpring

How to get Account ID, Secret Key

To generate the Secret Key, log into your SharpSpring account. Click User Settings, then Settings, head over to SharpSping API and click on API Settings. There you'll find the Account ID and Secret Key.

Copy and paste the Account ID and Secret Key into your SharpSpring integration inside LeadsBridge.

Step 2.C: Setup your Optivo integration

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

Step 2.D: Configuration details for Optivo

How to get Username, Password, Mandatory ID

Create a new user inside optivo with permission to use SOAP API.
- Go to Settings
- Click on API to find Username, Password and Mandatory ID.

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 SharpSpring information with your Optivo fields.

  1. You will have Optivo fields on the left. Match the information you wish to pass align from SharpSpring
  2. Based on Optivo 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
  3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
  4. 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

  1. Click on the link Add Filter for Incoming Leads on the top left
  2. A popup wil be opened where you can configure the filter
  3. You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
  4. 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: