Connect Webhook – Classic to Velocify Direct Mail Warehouse with LeadsBridge

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

1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
2. You may add labels to help you identify your bridge later
3. Choose Webhook - Classic as the source for your bridge
4. Choose Velocify Direct Mail Warehouse as the destination
5. Click on the Next button

You may send lead's information from Webhook - Classic to LeadsBridge through the Webhook feature.

Copy the Webhook address that you see in this step and set this endpoint as the data receiver inside your Webhook - Classic settings.

How to setup the webhook on Webhook - Classic

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
   

Before proceeding

One last thing before proceeding to the next step is to send a test lead from Webhook - Classic. This will allow us to recognize the attributes you'd like to pass along and offer them as presets in the next steps of the setup.

1. Please make sure the LeadsBridge screen is saying "Waiting for New Lead...", it means that we're ready to receive your test data
2. Go to Webhook - Classic
3. Submit a test lead
4. Once done go back to LeadsBridge and verify that your test was sent successfully
5. You should see the information processed correctly by the app
6. Click on the Next button

1. Type in the integration's name in the dedicated field
2. Enter Username and Password to connect Velocify Direct Mail Warehouse with LeadsBridge
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

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Velocify Direct Mail Warehouse.

Underneath there's a box where you may add the information you'd like to send.

• Check each of the Velocify Direct Mail Warehouse fields available
• Match the information you wish to pass along from Webhook - Classic
• You may type the information manually and pass them as a static value
• Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
• You may also leave blank the box of a field's information you don't want to send through

Custom Fields

1. If you'd like to add more fields, just look at the bottom of the page
2. Head over the "Don't find a CRM custom field?" box
3. Select the field you'd like to add from the dropdown list
4. Click the Add Custom Field button
6. The field will appear above
7. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

1. To create a new test lead, fill in the required information when prompted
2. Click Test Now
3. To test with a real lead, switch the toogle to "Test with existing lead".
4. Click Sync Now along the lead you'd like to send
5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
6. Click Finish to save your settings and turn active your bridge