Connect Tito to LeadExec - ClickPoint Software with LeadsBridge
![](https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-logos/logo80.png)
![](https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-logos/logo80.png)
In this article, you'll learn how to set up the bridge and connect Tito 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 Tito as the source for your bridge
- Choose LeadExec - ClickPoint Software 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 Tito with LeadExec - ClickPoint Software
Step 2.A: Setup your Tito integration
- Click on Connect Tito
- Click on Create new integration to connect your Tito (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Tito integration
- Fill API Key, Account ID field to connect Tito with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Tito 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 Tito is connected, you can continue with the set-up of your bridge
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/app_config_414.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/app_config_414.png)
Step 2.B: Configuration details for Tito
How to get API Key, Account ID
You can find all information about API Key in this link:
( Learn more)
![](https://s3-us-west-2.amazonaws.com/website-leadsbridge/app/TITO_auth_details_screenshot_0_20180219_002648.png)
![](https://s3-us-west-2.amazonaws.com/website-leadsbridge/app/TITO_auth_details_screenshot_0_20180219_002648.png)
Other Info
Account-ID:
![](https://s3-us-west-2.amazonaws.com/website-leadsbridge/app/TITO_auth_details_screenshot_1_20180219_002832.png)
![](https://s3-us-west-2.amazonaws.com/website-leadsbridge/app/TITO_auth_details_screenshot_1_20180219_002832.png)
Step 2.C: Setup your LeadExec - ClickPoint Software integration
- Click on Connect LeadExec - ClickPoint Software
- Click on Create new integration to connect your LeadExec - ClickPoint Software (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the LeadExec - ClickPoint Software integration
- Fill URL field to connect LeadExec - ClickPoint Software with LeadsBridge
- Click on the Authorize button
- You can choose a name for this LeadExec - ClickPoint Software 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 LeadExec - ClickPoint Software is connected, you can continue with the set-up of your bridge
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/app_config_80.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/app_config_80.png)
Step 2.D: Configuration details for LeadExec - ClickPoint Software
How to get URL
In order to find the Url where send the request, contact the LeadExec support and copy/paste in the "Url" section on the integration's page.
Step 2.E: Email Receipt (Optional)
You may choose to receive an email receipt for each incoming lead.
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/EmailReceipt.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/EmailReceipt.png)
- 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 Tito information with your LeadExec - ClickPoint Software fields.
- You will have LeadExec - ClickPoint Software fields on the left. Match the information you wish to pass align from Tito
- Based on LeadExec - ClickPoint Software 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
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/NBEE_FieldsMapping.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/NBEE_FieldsMapping.png)
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
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/NBEE_Filter.png)
![](https://website-leadsbridge.s3.us-west-2.amazonaws.com/documentation_screenshots/NBEE_Filter.png)
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:
- Tito documentation page and common questions
- LeadExec - ClickPoint Software documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button