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How to connect Vcita with LeadsBridge

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Integrate Vcita with LeadsBridge

Vcita is an all-in-one business management app designed for Small and Medium businesses that want

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

  1. Head over to the left sidebar and click on Integrations
  2. Click on the Add New button
  3. Enter a recognizable name for your integration
  4. Click on the Browse button
  5. Select "Vcita" from the providers list
  6. Click on the Next button
  7. Enter API Token to connect Vcita with LeadsBridge
  8. Click on the Finish button

How to get the 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

  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 concept 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

If you have any further questions regarding this matter, or if you need help to set up the connection between Vcita with LeadsBridge, do not hesitate to get in touch!