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Lead Management Workflow
How does it all work?
Leads & Accounts
Definitions & Glossary
How to get LeadBoxer data into Intercom
Creating your first Segment
Creating your first LeadBoard
How to add a user
How to upload a List (ABM)
How to add a datasets
How to create a notification
How to set your Leadscore
How to hide & unhide Leads
Filter Leads from ad campaigns
How to create a Workflow Automation
How to mask IP addresses
Email tracking info
LeadBoxer reseller getting started
How to contact leads
Terms of Service
Create rich dashboard visualisations of LeadBoxer data with Whatagraph
Note: you need access to the Whatagraph
Custom API Connection
feature in order to use our integration.
Before you start, think about the data you want to visualize.
Create a segment and use the filters to narrow down the audience you want to graph out. For example everyone that downloaded a white-paper.
Login to Whatagraph as Admin, go to your sources page and select Custom API source and click New account.
Give the source a name, and when you click 'add account' you will be provided with an API key, copy this key
Switch to LeadBoxer and login as admin, go to the integrations page and select Whatagraph
Add a New Integration and fill out the steps in the form
Make sure the integration is enabled and Save
Wait 24 hours and you should see yesterday's data in Whatagraph when you use this new source.
You can add multiple sources per dataset, and visualise journeys etc.
For more details see:
Pipedrive Workflow Automation with LeadBoxer