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How to connect SharpSpring with Salesforce®
SharpSpring / Salesforce®
Documentation

Connect SharpSpring to Salesforce® with LeadsBridge

SharpSpring » Salesforce®

In this article, you'll learn how to set up the bridge and connect SharpSpring to Salesforce® 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 2: Setup your SharpSpring source

  1. Type in the name you'd like to call your integration
  2. Enter Account ID and Secret Key to connect your SharpSpring with LeadsBridge
  3. 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.
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your Salesforce® destination

  1. Type in the integration's name in the dedicated field
  2. Select the segmentation concept you'd like to use from the dropdown
  3. Click on the Authorize button
  4. Login to the account you'd like to use
  5. Allow LeadsBridge to access your Salesforce® information
  6. You'll see the blue info success message at the top right of your screen
  7. Click on the Next button
  8. You'll now be able to select the destination segment to send your leads to
  9. 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
  10. Click on the Next button

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 SharpSpring to Salesforce® with LeadsBridge, do not hesitate to contact our Support!