How to connect vTiger with Email Grabber
vTiger / Email Grabber

Connect vTiger to Email Grabber with LeadsBridge

vTiger » Email Grabber

In this article, you'll learn how to set up the bridge and connect vTiger to Email Grabber 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 Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your vTiger source

  1. Type in the name you'd like to call your integration
  2. Enter URL, Username, Password and Access Key to connect your vTiger with LeadsBridge
  3. Enter the same Username and Password you use to log into your vTiger CRM account.
  4. To locate Access Key, first you need to login to VTiger:
    1. Click on the user icon and My Preferences
    2. Scroll down and the Access Key will be under User Advanced Options (on your user profile)
  5. Select the segment you'd like to use as the source for your leads
  6. Click on the Next button

Step 3: Setup your Email Grabber destination

  1. Type in the integration's name in the dedicated field
  2. Enter Sender Email, To Receivers and Subject to connect Email Grabber with LeadsBridge
  3. The Email Grabber allows you to customize the email template and it's generally used for systems that require specifics email format to process leads correctly.
    • From: enter the sender's email address.
    • To Receivers: one or more email addresses where you need to send the email to.
    • Subject: the subject of the email.
    A default "Body Content" sample will be provided, but you may customize it later in both format and fields.
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from vTiger to Email Grabber with LeadsBridge, do not hesitate to contact our Support!