Integrate Workbooks with LeadsBridge
Intro
In this article, you'll learn how to connect your LeadsBridge account with Workbooks.
Connect Workbooks integration
Before you start
- Head over to the left sidebar and click on the Create new Bridge button
- Select your integrations in the selectors
- Click on the Continue button at the bottom right
Authorize Workbooks integration
Setup your Workbooks integration
- Click on Connect Workbooks
- Click on Create new integration to connect your Workbooks (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the Workbooks integration
- Fill field to connect Workbooks with LeadsBridge
- Click on the Authorize button
- You can choose a name for this Workbooks 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 Workbooks is connected, you can continue with the set-up of your bridge
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Do you need help?
Here some additional resources:
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button