Connect SurveyGizmo to NetSuite with LeadsBridge

In this article, you'll learn how to set up the bridge and connect SurveyGizmo to My CRM Example using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

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 NetSuite 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 NetSuite

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 NetSuite integration

Click on Connect NetSuite
Click on Create new integration to connect your NetSuite (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the NetSuite integration
Fill URL, Account ID, Consumer key, Consumer secret, Access Token, Access Secret field to connect NetSuite with LeadsBridge
Click on the Authorize button
You can choose a name for this NetSuite 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 NetSuite is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for NetSuite

How to get URL, Account ID, Consumer key, Consumer secret, Access Token, Access Secret

To setup the integration correctly, only during the initial configuration you'll have to create an integration inside NetSuite.

In order to get your URL and Account ID you should follow the steps below:

Log into your NetSuite account as Administrator

Go to Setup » Company » Company Information

Your URL should look like one of the following cases:

https://AccountID.suitetalk.api.netsuite.com

https://AccountID.app.netsuite.com

If those URL formats doesn't work, go back to the Company Information page and check the value of CUSTOMER CENTER LOGIN which contains the URL but use only the first part of it: https://XXX.netsuite.com where XXX depends on your account region.

The Account ID value can be found in the example above

After that, in order to get your Consumer Key and Consumer Secret, you should create an Integration inside NetSuite by follow the steps below:

Log into your NetSuite account as Administrator

Go to Setup » Integration » Manage Integrations » New

Inside the Name field type a descriptive name, for example LeadsBridge Integration

Keep State as Enabled

Check the Token-Based Authentication checkbox in the Authentication section

Then click on Save

After that, Consumer Key and Consumer Secret will be displayed, copy them.

Go back into your LeadsBridge Integration and paste your Consumer Key and Consumer Secret in their corresponding fields

To be able to create an Access Token you should enable your NetSuite account with Token-Based Authentication by following the steps below:

Log into your NetSuite account as Administrator

Go to Setup » Company » Enable Features

Click on SuiteCloud sub tab

Scroll down to Manage Authentication section

Check the TOKEN-BASED AUTHENTICATION checkbox

Save your changes

After this you should assign a role to the user’s account you are using inside LeadsBridge by following the steps below:

Log into your NetSuite account as Administrator

Go to Setup » Users/Roles » Manage Users

Under the Name column click on the user’s name you want to give access

Then click on Edit button under the user’s name

Go into the Access sub-tab at the bottom

Then click on the Add dropdown button under Roles, we recommend selecting Full Access or other similar roles

Click again on Add to assign the role to the user

After that, click on Save

Now we should create the Token for this user by following the steps below:

Go to Setup » Users/Roles » Access Tokens » New

Select an Application Name

Under User select the user you assigned the Role in the step before

Inside Role select the one you gave to the user in the step before, for example Full Access

Under Token Name you can give a descriptive name to the Token you are creating

Then click on Save button

Now you should be able to see your Token ID and Token Secret

Copy your NetSuite Token ID and paste it inside LeadsBridge Access Token field

Finally, copy your NetSuite Token Secret and paste it inside LeadsBridge Access Secret field

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 NetSuite fields.

You will have NetSuite fields on the left. Match the information you wish to pass align from SurveyGizmo
Based on NetSuite 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.

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:

SurveyGizmo documentation page and common questions
NetSuite documentation page and common questions
LeadsBridge KNOWLEDGE BASE
Contact support from your account clicking on the top right Support button

How to connect SurveyGizmo with NetSuite