Head over to the left sidebar and click on the
Create new Bridge
green button
You'll be taken to the first step of the bridge creation
Step 1: Choose the apps you want to connect
Choose Webhook - Classic as the source for your bridge
Choose ProsperWorks as the destination for your bridge
Click on the Continue button
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 Webhook - Classic with ProsperWorks
Step 2.A: Setup your Webhook - Classic integration
Click on Connect Webhook - Classic
Click on Create new integration to connect your Webhook - Classic (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Webhook - Classic integration
Fill URL, Access Secret field to connect Webhook - Classic with LeadsBridge
Click on the Authorize button
You can choose a name for this Webhook - Classic and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your Webhook - Classic is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Webhook - Classic
How to get URL, Access Secret
In order to correctly recognize incoming data when the Webhook Integration is used as Source you should do the following: 1. Go into the Source step of your Incoming Webhook Bridge 2. If the Bridge says Waiting for New Lead… means that is on Listening Mode and that any data you submit to the Webhook URL will be read by the LeadsBridge as soon as it arrives into the system 3. You should leave this page open and submit data from the Source in which you have assigned the Webhook URL provided by LeadsBridge. In case you need to close the page and go back later to the Bridge configuration, make sure to set the Bridge on Listening Mode by clicking on the Recognize Other Fields button 4. Once you’re able to submit data from your Source it should get automatically recognized by LeadsBridge 5. In case you forgot to add some data, you should set the Bridge on Listening Mode by clicking on the Recognize Other Fields button and submit new data from your Source 6. In case data is not being correctly recognized you may reach our support with the Missing or wrong fields? Ask for help! button 7. Once all the data you want to map from your Source has been correctly recognized you should continue with your Bridge configuration by clicking on Next In case you need to map new fields from your Source you should open your Bridge and follow the guidelines from step 5.
Step 2.C: Setup your ProsperWorks integration
Click on Connect ProsperWorks
Click on Create new integration to connect your ProsperWorks (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the ProsperWorks integration
Fill Access Token, Owner Email field to connect ProsperWorks with LeadsBridge
Click on the Authorize button
You can choose a name for this ProsperWorks and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your ProsperWorks is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for ProsperWorks
Other Info
System settings > API Keys and click the 'CREATE A KEY' button
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 Webhook - Classic information with your ProsperWorks fields.
You will have ProsperWorks fields on the left. Match the information you wish to pass align from Webhook - Classic
Based on ProsperWorks 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
You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
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
Click on the link Add Filter for Incoming Leads on the top left
A popup wil be opened where you can configure the filter
You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
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.
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