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How to connect Unbounce with ClickSend CRM

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Connect Unbounce to ClickSend CRM with LeadsBridge

Unbounce » ClickSend CRM

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

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

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge green button
  2. You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

  1. Choose Unbounce as the source for your bridge
  2. Choose ClickSend CRM as the destination for your bridge
  3. Click on the Continue button
  4. 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 with ClickSend CRM

Step 2.A: Setup your Unbounce integration

  1. Click on Connect Unbounce
  2. Click on Create new integration to connect your Unbounce (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Unbounce integration
  4. Fill API Key field to connect Unbounce with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Unbounce and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your Unbounce is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for Unbounce

How to get API Key

To generate your API Key:
1. Log in to your Unbounce account and go to Account Management at the top right of the page, under your username.
2. Click on API Access on the left sidebar menu
3. Then, click on Create New API Key
4. Copy and paste your API Key on your LeadsBridge integration page ( Learn more)
While we encourage to ask to their support, if you don't have the API access with your Unbounce account, you can send them a request to get the API key. ( Learn more)

Step 2.C: Setup your ClickSend CRM integration

  1. Click on Connect ClickSend CRM
  2. Click on Create new integration to connect your ClickSend CRM (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the ClickSend CRM integration
  4. Fill Username, API Key field to connect ClickSend CRM with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this ClickSend CRM and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your ClickSend CRM is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for ClickSend CRM

How to get Username, API Key

you can find information on the ClickSend API key by visiting this page: https://developers.clicksend.com/docs/

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 Unbounce information with your ClickSend CRM fields.

  1. You will have ClickSend CRM fields on the left. Match the information you wish to pass align from Unbounce
  2. Based on ClickSend CRM 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
  3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
  4. 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

  1. Click on the link Add Filter for Incoming Leads on the top left
  2. A popup wil be opened where you can configure the filter
  3. You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
  4. 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: