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How to connect vTiger with TopProducer
vTiger / TopProducer
Documentation

Connect vTiger to TopProducer with LeadsBridge

vTiger » TopProducer

In this article, you'll learn how to set up the bridge and connect vTiger to TopProducer 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 TopProducer destination

  1. Type in the integration's name in the dedicated field
  2. Enter Username to connect TopProducer with LeadsBridge
  3. Username required for the integration is the username you use to log in your TopProducer account.
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. 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
  7. 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 TopProducer with LeadsBridge, do not hesitate to contact our Support!