Timeline of updates 💎 and corrections 🔧
💎 Filtering on the Integrations page
It has become much easier to navigate among the large list of integrations. The filters were added to the "Integrations" page. Thanks to the filters, you can quickly select all active / inactive integrations or view a list of integrations of a certain type, for example: a list of all connected Facebook lead forms.
💎 Integration with Google Forms
Transferring data from Google Forms to your CRM system is now also possible.Google Form with "multilist" type fields need additional refinement (our development department does this at the request of the client).All other types of fields from Google Form can be configured and transferred via LeadBox to CRM according to the general instruction of data transfer to Webhook.
Due to the scenario available in LeadBox: do not create a deal, but update the fields in the already existing one - it is possible to implement cases not only of collecting contacts, but also of receiving feedback or briefing clients 🤓
💎 Marketing data from Facebook lead forms
Now, together with the data from the filled-in lead form, you receive and can further transfer to your CRM system data according to the parameters: ad_name / adset_name / campaign-name / form_name / platform
That is, data related to the advertising campaign, advertisement, platform, etc.
🤓 All for the sake of the most accurate analytics 🤓
🔧 Correction of the number standardization functionality
the Number Standardization functionality did not work while transferring data to Pipedrive, when the phone was additionally matched in the "Field Mapping" block.
🔧👷 It works correctly now
💎 Integration with Uspacy
There is a LeadBox widget available in Uspacy’s marketplace. It allows you to easily configure the transfer of leads from any source to the Uspacy CRM according to your desired scenarios and distribution rules for managers.
The widget is called Webhook, and it enables you to transfer any data sent to a webhook directly into Uspacy. Once connected, you can activate integrations with: ✅ Lead forms from Facebook, Typeform, Tilda, Хорошоп, WordPress, and ManyChat, which will transfer requests to Uspacy.
✅ Audience contact transfers from Sendpulse chats and email parsing.
✅ Coming soon: the transfer of key events from Uspacy to Google Analytics 4.
With LeadBox, you can configure:
⚡ What to create from the request: a lead or a contact + deal. Different rules can be applied for different lead sources.
⚡ Automatic checks for existing leads/contacts in CRM to avoid duplicates.
⚡ Which data fields in CRM the request information should populate.
⚡ The stage at which the deal/lead should be placed in CRM. ⚡ Lists of managers for lead distribution (different lists for different sources or one list for multiple sources).
⚡ Scenarios for handling repeated leads/deals: whether to create or not, whether to update fields, whether to set a task, and more.
💎 Integration with Baselinker
The integration functionality allows you to:
✅ Transfer orders from any lead generation source to Baselinker CRM.
✅ Extract not only the client’s contact information from the orders but also details about the order itself:
● Products (linked to inventory)
● Order number
● Delivery details
● Order value and currency
● UTM tags and Google Client ID
✅ Easily map which fields in Baselinker should receive the order data.
✅ Ensure that the customer already exists in the CRM and create an order under the existing contact (avoiding duplicates).
✅ Distribute new deals to managers: either in turn or according to a specified ratio.
✅ Specify the status in Baselinker where new orders should be transferred.
Frequently Asked Questions
About Partnership
About LeadBox Functionality
Join us today
and start offering LeadBox to your clients. Help them streamline their lead management, optimize their sales processes, and gain valuable insights through end-to-end analytics. Together, we can drive success and growth for businesses everywhere
also in WhatsApp or just write to us at au.moc.xobdael%40eciffo