LogoLogo
  • LeadBoxer — Lead Data Platform —Documentation
  • 🛠️Getting Started
  • Lead Management Workflow
    • Cold outbound email campaigns
  • How does it all work?
  • 🏗️Fundamentals
    • Leads & Accounts
      • Lead card: Complete lead details in one page
      • Batch operations
    • LeadBoard
    • Reports
    • Definitions & Glossary
    • Elements
      • Filters
      • Segments
      • Workflow Automation
      • Notifications
      • Users
      • Datasets
      • Clients (agents)
      • Lists
      • Enrichment
      • Leadscore
      • Lead & Account Tags
      • Import & Export
        • Upload Leads
        • download data
        • LinkedIn Matched Audiences export
        • Custom Properties
        • LeadBoxer User Interface Placeholder Names
      • Roles & Permissions
  • 🧩Integrations
    • 🌐Website
      • Lead Tracking Pixel
      • WordPress plug-in
        • track my WordPress user logins?
      • Google Tag Manager (GTM)
      • Drupal module
      • Gravity Form Tracking
      • Change website content based on behaviour
      • Track meta data using JSON-LD
      • Cross device tracking
      • Tracking marketing campaign data (UTM tags)
      • UTM tags for Google Adwords
      • How to track user logins
      • Automatic form tracking
      • Manual form tracking
      • How to get (raw) lead data
      • Magento
      • Adobe Tag Manager
      • Unbounce landing pages
      • Tracking pixel into Wix
    • ✉️Email
      • Individual emails
        • Gmail Email tracking
        • G Suite email tracking
        • Official Outlook Add-in
        • Advanced Outlook Add-in
        • Manually Identify leads using email
        • Legacy Outlook plugin
        • Linkedin InMail or Invite Link Tracking
      • marketing emails
        • 1. Setup Tracking Pixel
        • 2. Track Email Opens
        • 3. Track Email Clicks
        • Mailchimp
        • HubSpot
        • Sharpspring
        • ActiveCampaign
        • Pipedrive Campaigns
        • Eloqua
        • Copernica
        • Intercom
        • Mailup
        • Brevo
        • Poppulo
        • Reply.io
        • Spotler mail+
        • Prospect.io
        • Woodpecker
        • Instantly
        • Mailerlite
        • Lemlist
        • Autopilot
        • Constant Contact
        • dotdigital
        • Apollo.io
        • LaPosta
        • Customer.io
        • Campaign Monitor
        • QuickMail
        • Outreach
        • Mail Merge (MS Word)
    • Other
      • Active Campaign
      • HubSpot
      • Marketo
      • LinkedIn
        • LinkedIn job titles search
      • Google Places
      • Calendly
      • How to get LeadBoxer data into Intercom
      • Zapier
        • Advanced Zapier usage
        • Zapier webhook
        • Connect Leadboxer to Pipedrive with Zapier
        • Connect Leadboxer to Slack with Zapier
        • Connect Leadboxer to Salesforce with Zapier
      • Pipedrive
        • Pipedrive Workflow Automation with LeadBoxer
      • Whatagraph
      • Google BigQuery
      • Single Sign On (SSO)
  • 🦮Guides
    • 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
  • 🏆Solutions
    • Lead Identification
    • Lead Qualification
    • Lead Managment
  • Extras
    • Changelog
    • Email tracking info
    • linkedIn industries
    • LeadBoxer reseller getting started
    • How to contact leads
    • LeadBoxer cookies
  • Terms of Service
  • Privacy Policy
Powered by GitBook
On this page
  • Lead Routing & Ownership
  • Workflow Automation.
  • Sync Top Leads with CRM

Was this helpful?

  1. Solutions

Lead Managment

Track sales leads throughout the marketing lifecycle. Automatically move leads through your marketing funnel and monitor them until they are successfully converted to opportunities.

Lead Routing & Ownership

When running a small or large team of sales reps, agents or account executives, it is important to get the right insights to the right people at the right time. LeadBoxer allows you to set individual or group permissions on specific lead data, accounts, regions, etc.

For example, automatically route leads to the correct salesperson according to the organization’s territory mapping.

Save time and valuable resources from manually assigning and routing leads, to a fully automated workflow.

We also support ‘assigning’ of leads so you can make sure there is no opportunity wasted or not picked up.

Workflow Automation.

Our routing solutions help you to add simple or complex workflows that you do not want to or can maintained in your CRM or marketing automation solutions. Automate the countless hours routing leads to the correct individuals and accounts.

Assign, Route and Qualify leads using automated rules that you can set and configure.

Sync Top Leads with CRM

Prevent to pollute your CRM with unqualified or incomplete leads.

LeadBoxer is designed to work with many different sources of data, has built-in features to enrich company (or personal) data, allows you to qualify prospects based on behaviour and profile data, and includes powerful filters and intuitive scoring algorithms to create segments.

The results can then be synchronised or exported towards many destinations using existing integrations or via a custom built solution.

PreviousLead QualificationNextChangelog

Last updated 2 years ago

Was this helpful?

🏆