LeadsBridge for Unify Office
LeadsBridge is a marketing workflow, sales funnel and retargeting feed automation platform.
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LeadsBridge for RingCentral
Using LeadsBridge allows you to automate workflows where data originates from your platform of choice, and it is automatically sent to Unify Office, these connections are called bridges.
With your bridges, you may not only automate tedious and manual tasks, but you may also filter contact information and send only the data you desire to the platforms where you continue your campaigns and strategic workflows.
Let's say you have a Facebook Lead Ads campaign and get people to fill a form for a business inquiry and call. The easiest way to handle this data is to create a bridge so each time someone fills your Facebook Lead Ads form all of their information is sent to RingCentral automatically, and you’re left to take care only of the fun parts of the workflow.
A variation of this is creating a bridge where Unify Office is the information source, after being in touch with a customer you may want to send them to a follow-up platform like a CRM or Email Marketing Platform.
Custom Audience Sync
Another great feature you may take advantage of is our Custom Audience Sync; this tool allows you to create and keep a Custom Audience updated with your Unify Office contacts.
Set up the bridge using the name you’d like that audience to have and choose which data you want to feed it with, anything added or deleted from Unify Office's segment of choice will be reflected on your Custom Audiences.
Now all you have to do is use this Custom Audience for your campaigns; you may target them for a specific campaign or even make sure the people that have already engaged with you don’t see your ads.
Offline Conversion Sync
When using Unify Office as part of your strategy, you may want to get a better sense of the whole picture, on how your campaigns are doing and how the entire workflow or funnel you’ve created is paying off; for this, you use Offline Conversions.
All your data probably ends up on a CRM where you track customer expense, dates, and similar, with our Offline-Conversion Sync you may send that information over to Facebook to help you connect the dots between your campaigns and RingCentral to understand performance and target people with similar characteristics as your current customers.
A LeadsBridge.com plan is required to use the tools and features described.
How to connect Unify Office with LeadsBridge?
1. Set up your LeadsBridge account
2. Welcome on board!
3. Head over to the left sidebar and click on Integrations
4. Click on the Add New button
5. Enter a recognizable name for your integration
6. Click on the Browse button
7. Select "RingCentral" from the providers list
8. Click on the Next button
9. Select the entity concept you'd like to use (ex Sms, Call, Contact)
10. Click on the Authorize button
11. A RingCentral's wizard will popup
12. Enter your credentials and grant access to LeadsBridge
13. Head back to LeadsBridge and click on the Finish button