Integrate Vcita with LeadsBridge

Intro

Vcita is an all-in-one business management app designed for Small and Medium businesses that want to better manage their time and boost their productivity.

In this article, you'll learn how to connect your LeadsBridge account with Vcita.

Connect Vcita integration

Before you start

Authorize Vcita integration

Setup your Vcita integration

1. Click on Connect Vcita
2. Click on Create new integration to connect your Vcita (or select an existing one from the dropdown if you already connected it)
3. A popup wil be opened where you can authorize the Vcita integration
4. Fill API Token field to connect Vcita with LeadsBridge
5. Click on the Authorize button
6. You can choose a name for this Vcita 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 Vcita is connected, you can continue with the set-up of your bridge

Configuration details for Vcita

How to get API Token

In order to get your API Token you should follow the steps below:
1. Log into your vCita account
2. Click on Settings on the left menu
3. Then, click on Integrations, under OTHER SETTINGS column

4. Go to Webhooks and click on CONNECT

5. Copy your API Token and paste it into your vCita integration within LeadsBridge

Which entity concepts we support for Vcita

With LeadsBridge you may use these entity concepts for Vcita.

1. Client

   vCita allows you to view and manage all your contacts, clients and leads on vCita from a single page. ( Learn more)

Which segmentation concepts we support for Vcita

With LeadsBridge you may use these segmentation concepts for Vcita.

1. Appointment

   With Vcita, you can let your client's book appointments online and save a lot of time of phone calls, payments processes, and invoices. ( Learn more)

2. Payment

   Payments or money transfers. ( Learn more)

Common questions for Vcita

How can I send a test lead from vCita?

In order to send a test lead you should follow the steps below: 1. Log into your vCita account 2. Click on Settings on the left menu 3. Then, click on Client Card, under OTHER SETTINGS column
4. Add the fields that you want to test (for example Opt-in for campaigns) 5. Then, click on Test it: Pretend you're a client at the bottom right of the screen
6. Your form will open, fill the contact information with some test data 7. Finally, click on Send Message to submit the test lead

Do you need help?

Here some additional resources:

• LeadsBridge KNOWLEDGE BASE
• Contact support from your account clicking on the top right Support button