Connect WhatConverts to Magento with LeadsBridge
In this article, you'll learn how to set up the bridge and connect WhatConverts to My CRM Example using LeadsBridge.
How to set up your bridge step-by-step tutorial
Before you start
- 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 WhatConverts as the source for your bridge
- Choose Magento 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 WhatConverts with Magento
Step 2.A: Setup your WhatConverts integration
- Click on Connect WhatConverts
- Click on Create new integration to connect your WhatConverts (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the WhatConverts integration
- Fill API Secret, API Token field to connect WhatConverts with LeadsBridge
- Click on the Authorize button
- You can choose a name for this WhatConverts 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 WhatConverts is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for WhatConverts
How to get API Secret, API Token
To generate your API Secret and Token, check the following documentation:
( Learn more)
Step 2.C: Setup your Magento integration
- Click on Connect Magento
- Click on Create new integration to connect your Magento (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Magento integration
- Fill WSDL URL, API Username, API Key field to connect Magento with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Magento 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 Magento is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for Magento
Other Info
When creating API roles and users it's important to select the SOAP/XML-RPC - Roles and SOAP/XML-RPC - Users menus, respectively.
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 WhatConverts information with your Magento fields.
- You will have Magento fields on the left. Match the information you wish to pass align from WhatConverts
- Based on Magento 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.
Step 4: Save and Publish
- Click on the Save and publish button
Congratulations! Now your bridge is up and running
Do you need help?
Here some additional resources:
- WhatConverts documentation page and common questions
- Magento documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
