How to activate LeadDesk integration
Last updated About 1 month ago
Instructions on how to connect LeadDesk to BI Book
First step: Go to LeadDesk's web page and follow the instructions how to create an application Rest API - Introduction. Authentication, Grant type what we are using is – leaddesk_client_id (requires special grant).
Second step: Once you have an application and you have your client credentials you are ready to move to BiBook.
Third step: Paste the "Client ID", the "LeadDesk Client ID", and the "Client Secret" to the BI Book integration window on BI Book from here and choose the LeadDesk integration.
Fourth step: Press Connect Service. The integration will start automatically, and the report will be published as soon as the data has been retrieved. This can take up to a few hours, depending on the amount of data your account contains. Do not try to reactivate. Please be in contact if the report is not available within two hours.