Zapier
Last updated
Last updated
Follow these easy steps to connect your LeadBoard to whatever tool you want using Zapier:
Sign up for a free Zapier account: https://zapier.com/zapbook/leadboxer/ .
Click ‘MAKE A ZAP!’
Enter a name for your zap, so you can keep track of all your different zaps easily.
Search for Leadboxer and select it.
Choose new lead as a trigger for your zap and click continue
To get started with LeadBoxer on Zapier, first you will need to click to connect your LeadBoxer account to use with your Zap.
Next, you'll be asked to provide both a LeadBoxer user email address and your API Key
To find your API Key, you'll first want to log into your account and head to your profile.
On the next screen, your key should be at the bottom of the page.
Paste your key back into your Zapier account and then “Continue”. If your email and API key was entered correctly your LeadBoxer account will now be successfully connected.
Next you will have to select the dateset (website) you wish to connect for this Zap and continue.
If you use Leadboxer for different datasets and wish to connect each of them to another tool, you will have to create a new zap for each dataset. It might be convenient to attach the datasets name as a tag to the lead in your tool to keep track of where your leads come from, this can be done in a later stadium of setting up your zap.
(Optional) You can specify what leads need to be forwarded to your tool. Here you can filter the leads for whatever criteria you wish. For example, if you only want leads with a leadscore of 20 or higher to be loaded into the selected tool.
If you are using Salesforce, Pipedrive, or Slack
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Last updated on July 6, 2022
