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leadsbridge complete guide

Alex Wolfe

LeadsBridge Complete Integration Guide

Master LeadsBridge for seamless advertising automation between Facebook, Google, LinkedIn, TikTok and your business systems. This comprehensive guide covers bridge creation, field mapping, troubleshooting, and advanced configurations.

📍 You Are Here

You're setting up LeadsBridge to automatically sync leads, contacts, and conversions between advertising platforms and your business systems. LeadsBridge acts as the automation layer connecting your marketing ecosystem without code.

🎯 What You'll Achieve

  • Real-time lead sync from advertising platforms
  • Automated audience creation and updates
  • Offline conversion tracking
  • Multi-platform integration management
  • Seamless CRM and email marketing connections
  • Custom field mapping and transformations

📋 Prerequisites

Before starting, ensure you have:

Account Requirements

  • LeadsBridge account (Free or paid plan)
  • Admin access to advertising accounts (Facebook, Google, etc.)
  • Access to destination systems (CRM, email marketing, etc.)
  • Proper permissions for all platforms

Technical Requirements

  • Stable internet connection
  • Modern web browser
  • API credentials for custom integrations
  • Understanding of your data flow needs

🌉 Understanding LeadsBridge Architecture

Core Concepts

Bridge: A connection between two platforms that syncs data automatically.

Source: The platform sending data (e.g., Facebook Lead Ads).

Destination: The platform receiving data (e.g., your CRM).

Integration: A configured connection to a specific platform with saved credentials.

Data Flow

[Ad Platform] → [LeadsBridge] → [Your Systems]
     Source         Bridge        Destination

🚀 Step 1: Creating Your First Bridge

Access Bridge Builder

  1. Log into LeadsBridge

    • Navigate to dashboard
    • Click Create new Bridge

  2. Select Integration Type
    Choose from three main products:

    • Lead Generation: Sync form submissions
    • Audience Sync: Update custom audiences
    • Offline Conversions: Track offline sales

Choose Your Platforms

  1. Select Source and Destination

    Popular combinations:

    Source Destination Use Case
    Facebook Lead Ads CRM Lead capture
    Google Ads Email Marketing Nurture campaigns
    LinkedIn Forms Google Sheets Lead tracking
    TikTok Ads Webhook Custom processing

  2. Authorize Connections

    • Click on source platform
    • Authenticate with credentials
    • Grant required permissions
    • Repeat for destination

🔧 Step 2: Configure Your Assets

Source Configuration

  1. Select Specific Assets
    For Facebook Lead Ads:

    • Choose Ad Account
    • Select Page
    • Pick specific form(s)
    Ad Account: Your Business
Page: Company Page
Form: Contact Us Form

  2. Set Retrieval Options

    • Real-time: Instant sync (recommended)
    • Scheduled: Batch processing
    • Manual: On-demand sync

Destination Setup

  1. Configure Destination
    Example for CRM:

    • Select account/workspace
    • Choose object type (Lead, Contact)
    • Set creation rules
    • Configure duplicate handling

  2. Authentication Methods

    • OAuth: Secure, no password storage
    • API Key: Direct integration
    • Webhook: Custom endpoints

📊 Step 3: Field Mapping Mastery

Basic Mapping

Map source fields to destination fields:

Facebook Field → CRM Field
─────────────────────────
Full Name     → First Name + Last Name
Email         → Email Address
Phone Number  → Mobile Phone
Company       → Company Name

Advanced Mapping Features

Field Transformations:

// Split full name
{{full_name}} → 
  First: {{full_name|split:' '|first}}
  Last: {{full_name|split:' '|last}}

// Format phone
{{phone}} → {{phone|replace:'-':''|replace:' ':''}}

Conditional Mapping:

IF source_field contains "Business"
  THEN map to company_type = "B2B"
ELSE map to company_type = "B2C"

Static Values:

  • Lead Source: "Facebook"
  • Campaign: "Summer 2024"
  • Status: "New"

Custom Fields

Handle platform-specific fields:

  1. Show Unmapped Fields

    • Click "Show unmapped fields"
    • See all available destination fields
    • Map custom questions to custom fields

  2. Field Creation
    Some integrations allow creating fields on-the-fly:

    • Name your custom field
    • Set field type
    • Map source data

🎯 Step 4: Testing and Validation

Run Test Sync

  1. Test Mode

    • Click Test Bridge
    • Fill sample data
    • Verify mapping

    Test data example:

    Name: Test User
Email: test@example.com
Phone: 555-0123
Company: Test Corp

  2. Verify Results

    • Check destination system
    • Confirm all fields populated
    • Validate transformations worked

Common Test Scenarios

Test Case Input Expected Output
Name Split "John Doe" First: John, Last: Doe
Phone Format "(555) 123-4567" 5551234567
Email Validation "test@" Error: Invalid email
Duplicate Existing email Update or skip

🚦 Step 5: Publishing and Monitoring

Activate Your Bridge

  1. Final Review

    • Check all mappings
    • Verify permissions
    • Review sync settings

  2. Publish Bridge

    • Click Publish
    • Bridge goes live immediately
    • Real-time sync begins

Monitor Performance

Dashboard Metrics:

  • Leads synced
  • Success rate
  • Error count
  • Last sync time

Activity Log:

10:32 AM - Lead synced successfully
10:31 AM - New lead received
10:30 AM - Bridge activated

🔄 Advanced Configurations

Multi-Step Workflows

Create complex automation flows:

Facebook Lead 
    ↓
LeadsBridge (Filter: Score > 7)
    ↓
CRM (Create Contact)
    ↓
Email Marketing (Add to Campaign)
    ↓
Slack (Notify Sales Team)

Webhook Integration

For custom processing:

POST https://your-endpoint.com/leads
{
  "lead_id": "123456",
  "email": "{{email}}",
  "name": "{{full_name}}",
  "source": "facebook",
  "timestamp": "{{created_time}}",
  "custom_data": {
    "form_id": "{{form_id}}",
    "campaign": "{{campaign_name}}"
  }
}

Audience Sync Setup

Keep advertising audiences updated:

  1. Source: Your CRM
  2. Destination: Facebook Custom Audiences
  3. Sync Type:
    • Add new customers
    • Remove unsubscribed
    • Update attributes

Conversion Tracking

Track offline conversions:

Purchase Event → LeadsBridge → Facebook CAPI
    ↓
Include: Order ID, Value, Currency
    ↓
Match: Email, Phone, Name

🚫 Troubleshooting Common Issues

"Authentication Failed"

Problem: Can't connect to platform
Solutions:

  1. Re-authenticate with fresh login
  2. Check account permissions
  3. Verify API limits not exceeded
  4. Try incognito browser window

"Missing Required Fields"

Problem: Sync fails due to missing data
Solutions:

  1. Set default values for required fields
  2. Use conditional logic to skip incomplete leads
  3. Map all required destination fields
  4. Enable "Create anyway" option if available

"Duplicate Entry"

Problem: Same lead created multiple times
Solutions:

  1. Configure deduplication rules
  2. Use email as unique identifier
  3. Set "Update existing" instead of "Create new"
  4. Add delay between syncs

"Rate Limit Exceeded"

Problem: Too many API calls
Solutions:

  1. Reduce sync frequency
  2. Batch leads instead of real-time
  3. Upgrade destination system plan
  4. Contact support for limit increase

💡 Best Practices

Security & Compliance

  1. Use OAuth when available (not API keys)
  2. Limit permissions to minimum required
  3. Regular audits of active bridges
  4. GDPR compliance: Include consent fields
  5. Data retention: Configure auto-deletion

Performance Optimization

  1. Filter at source: Only sync qualified leads
  2. Batch processing: For high volume
  3. Field optimization: Map only needed fields
  4. Error handling: Set up retry logic
  5. Monitoring: Daily bridge health checks

Scalability Tips

  1. Template bridges: Reuse configurations
  2. Naming conventions: [Platform][Type][Date]
  3. Documentation: Track custom mappings
  4. Testing protocol: Always test changes
  5. Backup data: Export before major changes

📊 Plan Comparison

Choosing the Right Plan

Feature Free Starter Professional Business
Leads/month 50 500 5,000 Unlimited
Bridges 2 5 25 Unlimited
Real-time sync ✗ ✓ ✓ ✓
Custom fields Basic ✓ ✓ ✓
Webhooks ✗ ✗ ✓ ✓
Priority support ✗ ✗ ✓ ✓
Advanced filters ✗ ✗ ✓ ✓

When to Upgrade

  • Free → Starter: Testing complete, ready for production
  • Starter → Professional: Multiple campaigns, need webhooks
  • Professional → Business: High volume, multiple teams

🎯 Success Metrics

Track these KPIs:

Metric Target How to Measure
Sync Success Rate >95% Dashboard metrics
Lead Response Time <5 min CRM timestamps
Data Accuracy >98% Spot checks
Cost per Lead Varies Leads synced / Plan cost
ROI >3:1 Revenue / Investment

🔗 Integration-Specific Guides

Facebook Lead Ads

  • Required permissions: ads_management, pages_manage_ads
  • Custom question mapping via field IDs
  • Form-specific routing options
  • Use Google Ads Customer Match
  • Hash emails before sending
  • Include customer lifetime value

LinkedIn

  • Limited to form fields
  • Company data enrichment available
  • Lead Gen Forms only (not regular forms)

Custom Webhooks

  • JSON or form-encoded
  • Custom headers supported
  • Retry logic configurable

📚 Related Resources

🌉 Bridges Built: Your LeadsBridge setup now automatically syncs leads across your entire marketing stack. No more manual exports, no more data silos - just seamless automation that scales with your business!

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