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 SurveyGizmo as the source for your bridge
Choose ClickSend CRM 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 SurveyGizmo with ClickSend CRM
Step 2.A: Setup your SurveyGizmo integration
Click on Connect SurveyGizmo
Click on Create new integration to connect your SurveyGizmo (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the SurveyGizmo integration
Fill API Key, API Secret field to connect SurveyGizmo with LeadsBridge
Click on the Authorize button
You can choose a name for this SurveyGizmo 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 SurveyGizmo is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for SurveyGizmo
How to get API Key, API Secret
To obtain an API Key and API Secret Key you'll need to go to "Account" > "Account Settings" > "Manage API" and click "Create an API Key".
( Learn more)
Other Info
Not sure if your account is US, EU, or Canada? 1. Check the URL when you are logged in to the application. If you see app.surveygizmo.com your account is a US account. 2. If you see app.surveygizmo.eu your account is an EU account. 3.If you see appca.surveygizmo.com, your account is a Canada account.
Step 2.C: Setup your ClickSend CRM integration
Click on Connect ClickSend CRM
Click on Create new integration to connect your ClickSend CRM (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the ClickSend CRM integration
Fill Username, API Key field to connect ClickSend CRM with LeadsBridge
Click on the Authorize button
You can choose a name for this ClickSend CRM 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 ClickSend CRM is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for ClickSend CRM
How to get Username, API Key
you can find information on the ClickSend API key by visiting this page: https://developers.clicksend.com/docs/
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 SurveyGizmo information with your ClickSend CRM fields.
You will have ClickSend CRM fields on the left. Match the information you wish to pass align from SurveyGizmo
Based on ClickSend CRM 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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