Connect Webhook to Email Notification with LeadsBridge
In this article, you'll learn how to set up the bridge and connect Webhook to Email Notification using LeadsBridge.
How to set up your bridge step-by-step tutorial
Before you start
Step 1: Bridge's Main information
- Choose a name for your bridge (this will only be visible inside LeadsBridge)
- You may add labels to help you identify your bridge later
- Choose Webhook as the source for your bridge
- Choose Email Notification as the destination
- Click on the Next button
Step 2: Setup your Webhook source
You may send lead's information from Webhook 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 settings.
How to setup the Webhook on Webhook
In order to correctly recognize incoming data when the Webhook Integration is used as Source you should do the following:
- Go into the Source step of your Incoming Webhook Bridge
- 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
- 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
- Once you’re able to submit data from your Source it should get automatically recognized by LeadsBridge
- 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
- In case data is not being correctly recognized you may reach our support with the Missing or wrong fields? Ask for help! button
- 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. 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.
- Please make sure the LeadsBridge screen is saying "Waiting for New Lead...", it means that we're ready to receive your test data
- Go to Webhook
- Submit a test lead
- Once done go back to LeadsBridge and verify that your test was sent successfully
- You should see the information processed correctly by the app
- Click on the Next button
Step 3: Setup your Email Notification destination
- Type in the integration's name in the dedicated field
- Enter To Receivers where you want to send your leads
- This is a preview of the Email Notification message that will reach your inbox once the bridge is set up.
- Click on the Next button
- You'll now be able to select the destination segment to send your leads to
- Click on the Next button
Step 4: Fields Mapping
Everything is already set up! No additional configuration is required for this Email Notification integration.
- Let's head to the last step
- Click on the Next button
Step 5: Test
In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.
- To create a new test lead, fill in the required information when prompted
- Click Test Now
- To test with a real lead, switch the toogle to "Test with existing lead".
- Click Sync Now along the lead you'd like to send
- If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
- Click Finish to save your settings and turn active your bridge
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.
- Source: Webhook
- Destination: Email Notification
If you have any other questions, or need help to configure your bridge from Webhook to Email Notification with LeadsBridge, do not hesitate to contact our Support!