Connect Unbounce Popup to Lead Metadata (real estate) with LeadsBridge
In this article, you'll learn how to set up the bridge and connect Unbounce Popup 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 Unbounce Popup as the source for your bridge
- Choose Lead Metadata (real estate) 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 Unbounce Popup with Lead Metadata (real estate)
Step 2.A: Setup your Unbounce Popup integration
- Click on Connect Unbounce Popup
- Click on Create new integration to connect your Unbounce Popup (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Unbounce Popup integration
- Fill URL, Access Secret field to connect Unbounce Popup with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Unbounce Popup 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 Unbounce Popup is connected, you can continue with the set-up of your bridge
Step 2.B: Setup your Lead Metadata (real estate) integration
- Click on Connect Lead Metadata (real estate)
- Click on Create new integration to connect your Lead Metadata (real estate) (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Lead Metadata (real estate) integration
- Fill CRM Import Email field to connect Lead Metadata (real estate) with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Lead Metadata (real estate) 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 Lead Metadata (real estate) is connected, you can continue with the set-up of your bridge
Step 2.C: Configuration details for Lead Metadata (real estate)
How to get CRM Import Email
Type in the email associated with the CRM account that allows you to process and add lead data into your account.
This is usually provided by your CRM support, please ask them to provide the CRM Import Email associated with your account.
This is usually provided by your CRM support, please ask them to provide the CRM Import Email associated with your account.
Step 2.D: 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 Unbounce Popup information with your Lead Metadata (real estate) fields.
- You will have Lead Metadata (real estate) fields on the left. Match the information you wish to pass align from Unbounce Popup
- Based on Lead Metadata (real estate) 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:
- Unbounce Popup documentation page and common questions
- Lead Metadata (real estate) documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
