Connect Thrive Leads (Thrive Themes) to SuiteCRM with LeadsBridge
In this article, you'll learn how to set up the bridge and connect Thrive Leads (Thrive Themes) 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 Thrive Leads (Thrive Themes) as the source for your bridge
- Choose SuiteCRM 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 Thrive Leads (Thrive Themes) with SuiteCRM
Step 2.A: Setup your Thrive Leads (Thrive Themes) integration
- Click on Connect Thrive Leads (Thrive Themes)
- Click on Create new integration to connect your Thrive Leads (Thrive Themes) (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Thrive Leads (Thrive Themes) integration
- Fill URL, Access Secret field to connect Thrive Leads (Thrive Themes) with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Thrive Leads (Thrive Themes) 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 Thrive Leads (Thrive Themes) is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Thrive Leads (Thrive Themes)
How to get URL, Access Secret
In order to find how to place the LeadsBridge webhook into your Thrive Leads account, you should follow these steps:
1. Go to the Thrive Themes Dashboard.
2. Select the "Notification Manager".
3. Create "New Notifications" and select "Email Sign Up".
4. Click on "Call a Custom Script".
5. Paste the LeadsBridge webhook in the "URL of Custom Script" field.
6. Send a test lead.
1. Go to the Thrive Themes Dashboard.
2. Select the "Notification Manager".
3. Create "New Notifications" and select "Email Sign Up".
4. Click on "Call a Custom Script".
5. Paste the LeadsBridge webhook in the "URL of Custom Script" field.
6. Send a test lead.
Step 2.C: Setup your SuiteCRM integration
- Click on Connect SuiteCRM
- Click on Create new integration to connect your SuiteCRM (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the SuiteCRM integration
- Fill URL, Username, Password field to connect SuiteCRM with LeadsBridge
- Click on the Authorize button
- You can choose a name for this SuiteCRM 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 SuiteCRM is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for SuiteCRM
How to get URL, Username, Password
Inside the URL field you should enter the server or domain URL where your SuiteCRM is installed.
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 Thrive Leads (Thrive Themes) information with your SuiteCRM fields.
- You will have SuiteCRM fields on the left. Match the information you wish to pass align from Thrive Leads (Thrive Themes)
- Based on SuiteCRM 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:
- Thrive Leads (Thrive Themes) documentation page and common questions
- SuiteCRM documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
