---
title: "Create or Update a Lead in Boxly Using Zapier"
description: "Use Zapier to automatically update an existing lead or create a new one"
url: https://help.boxly.ai/en/articles/10182725-create-or-update-a-lead-in-boxly-using-zapier
collection: "Getting leads in - Channel Connections"
updated: 2026-10-30
language: en
---

# Create or Update a Lead in Boxly Using Zapier

Use Zapier to automatically update an existing lead or create a new one

You can use **Zapier** to automatically **update an existing** **lead** in Boxly or **create a new one** if the lead doesn’t already exist. This keeps your conversations clean, avoids duplicates, and ensures your leads stay up to date with the latest information.

> This is especially helpful when you use calendar tools like **Calendly** for bookings. Instead of creating a new lead for every appointment, you can update the existing conversation in Boxly with the booking details.

## 🧠 What This Feature Does

* * *

**When a lead books a consultation:**

-   Boxly will search for a match using their **email or phone number.**
    
-   If the lead is found, their **existing record** **will be updated**
    
-   If no match is found, **a new lead will be created** using the information you’ve mapped
    

> **Info:** This is ideal when you send customers a booking link after their initial enquiry.

## 💡 Example Use Case

* * *

You receive a new lead through your website. Boxly sends them a thank you message with a Calendly link to book a consultation.

**When the customer books:**

-   The Zap finds the lead using their email or phone number
    
-   Their booking time and message are added to their original lead card in Boxly
    
-   Optionally, the lead is moved to a new stage (e.g. **“Consultation Booked”**)
    

## 🔧 How to Set It Up in Zapier

* * *

We’ll use Calendly as the example, but these steps work with any app that’s available in Zapier.

> **Info:** **Important:** This integration requires a Calendly _Standard, Teams, or Enterprise plan_. If you’re currently on a free Calendly plan, you’ll need to upgrade your Calendly subscription to use this integration. _Learn more about_ [_Calendly Plans_](https://calendly.com/pricing)_._

### ✅ Step 1: Set the Trigger (Calendly Booking)

1.  Log in to your **Zapier** account and click **“Create Zap”.**
    
2.  In the **Trigger** section, search for and **select Calendly.**
    
3.  Choose the trigger event **“Invitee Created”.**
    
4.  Connect your Calendly account if you haven’t already.
    
5.  Select the calendar you want to use (e.g. “Invisalign Free Consultation”).
    

![](https://staticfiles.gleap.io/ghelparticle/YNEdOFsmMT22SAFn2S6akdAKlll0RZfjQMa4TFebBfX2c0artMHCJIV0VEPfvmMWVPrktHh6kDE.png)

6.  Click **Test Trigger** to fetch a recent booking. This test data will help you map fields in the next step.
    

### ✅ Step 2: Set the Action (Create or Update Lead in Boxly)

1.  For the Action, search for **EnquiryBox** (Boxly).
    
2.  Choose the action **“Create or Update Lead”.**
    
3.  **Connect** your Boxly account (email must be in all **lowercase letters**).
    

![](https://staticfiles.gleap.io/ghelparticle/GdhJNtS0mapSIHStafaqVHw72TZtTbD3pNrNUjYejyksPp3p7dWZbpNE41S9goj5EOZv2LX9WAY.png)

Once connected, you’ll see the full configuration screen, where you set up everything in one place:

**Fill in the Following:**

-   **Zap Name**
    
    Choose a name like “Calendly – Free Invisalign Consultation”. This name will appear in the lead’s timeline in Boxly so you can see where the update came from.
    
-   **Search Lead by Email or Phone Number**
    
    Use the customer’s **email** or **phone number** from Calendly to search for the existing lead.
    
-   **Message**
    
    This text appears as a message in the conversation. You can map a Calendly question like “What would you like to discuss?” into this field.
    
-   **Notes**
    
    Add anything else here, such as the calendar link, time, or location of the appointment.
    
-   **Custom Fields**
    
    You will also see custom question fields you’ve added in Boxly (e.g. Gender, Date of Birth, NHS or Private Patient). You can fill these with any relevant data.
    

![](https://staticfiles.gleap.io/ghelparticle/QSQ2e8a6Y5CYrmI5XJHFbHkrcQvZzc5fVQP0KrNyF9KHVl0XxkkplZYvuYcVc0n2PX8hDWrl5Jf.png)

Click **Continue** when you're finished mapping everything.

## 🧠 Optional: Move the Lead to a Box or Stage

* * *

If you know which **Box** and **Stage** the lead belongs in, you can set that too.

For example:

-   If the Calendly booking is for a **free Invisalign consultation**
    
-   You can set the Box to **Invisalign**
    
-   And the Stage to **Consultation Booked**
    

This automatically moves the lead to the correct place in your pipeline.

## 🔍 What Happens Next?

* * *

### If the Lead Is Found:

-   Their information will be updated
    
-   The new message or note will be added to the conversation
    
-   You can optionally move them to a new stage or box
    

![](https://staticfiles.gleap.io/ghelparticle/yG1NdaAdlJyW91MZ518YRtN1CouoJDL4eB7KbX6ETbJ2fWNCL7nEPaTxKj7Ii055JBtvJS2ClHN.png)

### If the Lead Is Not Found:

-   A **new lead** will be created automatically
    
-   The details will be pulled from:
    
    -   The **fields you've filled in under "Create Lead"**
        

![](https://staticfiles.gleap.io/ghelparticle/C82HeOO9RBkjT8Jr3uH28NT5UKCCc0klNIDF4wf6ssS6wtnFGTByeUhM9i8PCTBMKFiI1bEStLC.png)

-   And the same fields you've mapped earlier, such as email, message, notes, and custom fields
    

![](https://staticfiles.gleap.io/ghelparticle/BFsST4nynY80PDZqQF5ir8OrCL1uS7BTgDQEx1lqNq9H3M7evHmyPyBDFq5o5PGuirZOJ5btf1g.png)

> **Info:** This ensures that the lead is created with all the information you’ve already set up, so you don’t need to duplicate anything.

## 📌 Entry Point Field

* * *

This is mostly used for **webform submissions**, but it can be helpful for bookings too.

Paste the **URL** of the page where the booking was made. For example:

-   A landing page
    
-   An ad
    
-   Your website’s contact page
    

Boxly will use this to help identify if the lead came from a paid ad, your site, or another source.

## 🤖 Don’t Know Where to Send the Lead? Let the AI Decide

* * *

If you leave the **Box** and **Stage** empty:

-   Boxly’s AI will read the **Message** field
    
-   It will automatically assign the lead to the right box and stage based on the content
    

## ✅ Final Step: Turn On Your Zap

* * *

Once everything is set:

1.  Click **Continue**
    
2.  Test the Zap to make sure it works
    
3.  Click **Turn on Zap**
    

You’re done!

## 🎉 What You’ll See in Boxly

* * *

> Leads will be updated automatically when a booking comes in
> 
> Messages and notes appear in the conversation thread
> 
> You'll see the Zap name in the lead’s History so you know where the update came from
> 
> New leads will be created only if no match is found