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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 n
    ow

  • 💎 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

  • How do I register clients?

    ● Register them yourself through your partner dashboard.● Provide your client with your referral link.● Contact support via chat with the client’s details (name and login as registered in LeadBox) to have them assigned to you.

  • How do I become a LeadBox partner?

    ● Fill out the application form on the LeadBox partner page at leadbox.com.ua.● Watch the online presentation of the LeadBox service.● Sign the partnership agreement.● Register at my.leadbox.com.ua.● Request a free account from LeadBox support.

  • Is there technical support available for partners?

    Yes, partners can access support through:● Chat with a LeadBox support specialist in your account.● Knowledge base with necessary instructions.● Video tutorials on how to set up the LeadBox service.

  • Will I be able to see all my clients and their payments?

    Yes, after signing the partnership agreement and registering your own LeadBox dashboard, you will find your referral link and a list of clients assigned to you in the Partner tab. For each client, you will see their login, license expiration date, plan, last payment amount, and your earned commission.

  • How can I withdraw my partner account earnings?

    ● Withdrawals are possible once your partner account balance reaches 200$.● Submit a withdrawal request through your partner dashboard.● For international partners, payments are processed via SWIFT transactions.

  • Will I have free access to LeadBox?

    Так, для партнерів, що мають договір передбачено партнерський безкоштовний тарифний план з усім функціоналом але обмеженнями щодо кількості інтеграцій та об'єму лідів. Доступ безкоштовний надається на 6 місяців. Подовження відбувається кожні 6 місяців за наявності +1 нового клієнта за цей час. 

  • Do you work with international partners?

    Yes, we work with both international partners and clients. For international partners, withdrawals are available once the balance reaches $200, processed via SWIFT transactions or to a bank card.

About LeadBox Functionality

  • Who is the developer of LeadBox?

    LeadBox is developed and maintained by the LeadBox team. The service was created based on the company’s 8 years of experience in analyzing sales business processes and implementing CRM systems. This expertise ensures that LeadBox addresses the most common challenges businesses face when working with CRM systems.

  • Which services are integrated with LeadBox?

     Lead sources:● Websites: Wordpress, Tilda, Horoshop, Weblium, and any site that can send data to Webhook.● Quizzes: Type Form, Marquiz.● Online chats and messengers: SendPulse, Jivosite, ManyChat, Telegram Bot via Webhook.● Social networks: Facebook Lead Form.● Data parsing from email messages.● Webhook: Integrates with any service that can send data to it.Analytical sources:● Call tracking data: Binotel.● Analytics: Google Analytics 4.
    A complete list of services can be found in our knowledge base

  • Which CRM systems can receive leads from LeadBox?

    Currently, LeadBox has ready integrations with:● Pipedrive● KeepinCRM● Baselinker● Uspacy In development:● Salesforce● Nethunt

  • What is the cost of the LeadBox service?

    You can find information about the pricing plans on the LeadBox website at Leadbox.com.ua.

  • Do I need a programmer to set up integrations?

    No, you do not need a programmer to set up lead source and CRM integrations in LeadBox. However, you might need a specialist to place the necessary script on custom-built websites or to configure data sending to Webhook. Everything else can be done without programming knowledge by following the instructions.

  • How can I build end-to-end analytics with LeadBox?

    By integrating LeadBox with Google Analytics, you can collect UTM tag data and Google Client ID in your CRM system. When a deal is won, this information, along with the deal budget, is sent to Google Analytics as an event. This allows you to create detailed reports on traffic sources in Google Analytics, including traffic channels and expenses.

  • Why choose LeadBox over similar services?

    LeadBox offers a significantly lower cost compared to similar services while providing smart lead transfer to CRM systems. Its features include:● Checking for duplicate contacts in the CRM.● Verifying the existence of an active deal for a contact in the CRM.● Configuring lead distribution among managers according to business processes.● The ability to merge and update fields in deals according to specified scenarios.
    These features make LeadBox the best option for upgrading your CRM system without involving programmers.

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

+351 935 584 944

also in WhatsApp or just write to us at au.moc.xobdael%40eciffo

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