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 SharpSpring as the source for your bridge
Choose Selligent Marketing Cloud 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 SharpSpring with Selligent Marketing Cloud
Step 2.A: Setup your SharpSpring integration
Click on Connect SharpSpring
Click on Create new integration to connect your SharpSpring (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the SharpSpring integration
Fill Account ID, Secret Key field to connect SharpSpring with LeadsBridge
Click on the Authorize button
You can choose a name for this SharpSpring 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 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 Selligent Marketing Cloud integration
Click on Connect Selligent Marketing Cloud
Click on Create new integration to connect your Selligent 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 Selligent Marketing Cloud integration
Fill API URL, Consumer key, Consumer secret field to connect Selligent Marketing Cloud with LeadsBridge
Click on the Authorize button
You can choose a name for this Selligent 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 Selligent Marketing Cloud is connected, you can continue with the set-up of your bridge
Step 2.D: 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 Selligent Marketing Cloud fields.
You will have Selligent Marketing Cloud fields on the left. Match the information you wish to pass align from SharpSpring
Based on Selligent Marketing Cloud 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
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
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.
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