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 Copper (formerly ProsperWorks) 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 Copper (formerly ProsperWorks)
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 Copper (formerly ProsperWorks) integration
Click on Connect Copper (formerly ProsperWorks)
Click on Create new integration to connect your Copper (formerly ProsperWorks) (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Copper (formerly ProsperWorks) integration
Fill Access Token, Owner Email field to connect Copper (formerly ProsperWorks) with LeadsBridge
Click on the Authorize button
You can choose a name for this Copper (formerly ProsperWorks) 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 Copper (formerly ProsperWorks) is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for Copper (formerly ProsperWorks)
Other Info
Head over to System settings > API Keys. To generate an API Key, all you need to do is click the blue 'Generate API Key' button.
( Learn more)
The Account Owner is the main user for your Copper account, you should put here the main email that has access to the account.
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 Copper (formerly ProsperWorks) fields.
You will have Copper (formerly ProsperWorks) fields on the left. Match the information you wish to pass align from SurveyGizmo
Based on Copper (formerly ProsperWorks) 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.
Not using LeadsBridge yet? Start your free trial today!