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 Zoho Forms as the source for your bridge
Choose Google Sheets 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 Zoho Forms with Google Sheets
Step 2.A: Setup your Zoho Forms integration
Click on Connect Zoho Forms
Click on Create new integration to connect your Zoho Forms (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Zoho Forms integration
Fill URL, Access Secret field to connect Zoho Forms with LeadsBridge
Click on the Authorize button
You can choose a name for this Zoho Forms 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 Zoho Forms is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Zoho Forms
How to get URL, Access Secret
- Log in to Zoho Forms - Select the form from the dashboard, click on Integration >> WebHooks, and choose the 'Enable' option. - Paste the WebHook provided by LeadsBridge in the WebHook URL field - Under this section, choose the fields whose data should be sent to the URL. Select the field from the drop-down list and specify the parameter name (key) for every field. - Once done, click on 'Save'. A WebHook will now be successfully added to your Zoho form
( Learn more)
Other Info
- Copie the Webhook provided by LeadsBridge on the second step of the bridge - Then stay on this step of the bridge and go back to Zoho forms.
Fill the form with test information and send it. Then LeadsBridge will be able to recognize the fields and let you do the matching with your destination integration.
Step 2.C: Setup your Google Sheets integration
Click on Connect Google Sheets
Click on Create new integration to connect your Google Sheets (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Google Sheets integration
Click on Authorize and you will be prompted to the Google Sheets authorization experience
Here you will need to provide the info required and grant access to LeadsBridge
Once done, you will be get back to LeadsBridge application
You can choose a name for this Google Sheets 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 Google Sheets is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for Google Sheets
How to get Domain, Sheet Id, Collect only last N rows
(Optional) Enter the Sheet Id of your spreadsheet if you need to use a specific one
(Optional) Enabling More Settings? it is possible to insert the value for the field Collect only last N rows which allow collecting only the last N rows of the Sheet. This option is useful with very large Sheets because due to some API limits, the integration can't retrieve all the data.
How to get Allow Duplicates
Using the Allow Duplicates option, you may choose if you want to send duplicate leads in your Google Sheets when using it as a Destination integration.
If you want to avoid duplicates when sending leads to Google Sheets, you can disable the Allow Duplicates toggle from the Google Sheets integration settings.
Please note that this option works only if there's an Email column inside your Google sheet.
If the Allow Duplicates toggle is enabled, LeadsBridge will search for the exact same email address that already exists in your Google Sheets and then it will update it. If there's no match, a new row will be created.
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 Zoho Forms information with your Google Sheets fields.
You will have Google Sheets fields on the left. Match the information you wish to pass align from Zoho Forms
Based on Google Sheets 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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