When running a business, streamlining processes and optimizing workflow is crucial for success. One way to do this is by automating your leads that are incoming into your Boxly account and creating a lead through different apps using Boxly and Zapier. Connecting the two platforms saves valuable time and resources while ensuring that your leads are coming and getting created quickly and efficiently.
To begin, you'll need to create an account with both Boxly and Zapier. If you already have accounts with these platforms, you can skip the below step
Creating an account in Boxly
Click here - You'll be redirected to the sign-up page of Boxly. Here, you have options for creating an account:
You can sign up using your email address. Enter your email and choose a password for your Boxly account.
Once this is done you will receive an verification email. After you have verified the email you can login to our website
Once you successfully logged into your account create the organization and you have your Boxly account ready to receive leads from various channels that Boxly provides.
Creating an account in the Zapier
Open your web browser and navigate to Zapier's official website: https://zapier.com/
Click on the "Sign Up" or "Get Started" button. You'll typically find this button in the top-right corner of the page.
You'll be redirected to the sign-up page. Here, you have two options for creating an account:
Sign Up with Google: You can use your existing Google account to sign up quickly.
Sign Up with Email: If you prefer, you can sign up using your email address. Enter your email and choose a password for your Zapier account.
After entering the required information, click on the "Sign Up" or "Create Account" button to create your new Zapier account.
You may be prompted to verify your email address by clicking on a verification link sent to the email you provided.
Once your account is created and verified, you should be logged into your Zapier account. Now, you can start creating and automating Zaps (automated workflows) that connect various apps and services.
Once you have your accounts set up, head over to the Zapier website and click on the "Make a Zap" button. This will take you to the Zap editor where you can set up your Zap.
Triggering a zap with your Boxly Account
In the Zap editor, you'll need to select Boxly as the trigger app. This means that when a specific event occurs in Boxly, it will activate the Zap. For instance, you might choose "New Lead" as the trigger, which will cause the Zap to run every time a new lead has arrived in your Boxly account.
After selecting the trigger, you'll need to connect your Boxly account to Zapier. To do this, you'll need to login into your Boxly account when prompted to login in Zapier. Once you've connected your Boxly account, you'll need to test the trigger to ensure it's working correctly.
Next, you'll need to choose an action app for your Zap. This is the app that the Zap will perform an action on when the trigger is activated. For example, you might choose to send an email through Gmail or create a new task in Asana. In the action step, you'll need to connect your action app account to Zapier
Finally, you'll need to customize the action step by defining the details of the action that you want to take. For instance, if you're sending an email through Gmail, you'll need to specify the recipient, subject, and message. Once you've finished setting up your Zap, you can turn it on and test it to ensure it's working correctly.
By following these steps, you'll be able to connect Boxly to Zapier with a Zap, automating your incoming leads process and optimizing your workflow. It's worth noting that Zapier has a variety of pre-built zaps that can be used to connect Boxly with other apps, so you can explore these options before creating a new one.
In addition, by using Zapier, you can also connect Boxly with a variety of other platforms such as Google Drive, Trello, and Slack.
Performing Action on your Zap with your Boxly Account
Let's take a scenario where the triggered app is your Gmail account and the actions are performed in your Boxly account.
In this scenario, we want to create new leads in a Boxly account whenever a new email arrives in a Gmail account.
The objective of this optimized Zap is to automate lead generation from incoming emails. By connecting Gmail and Boxly, we can streamline the process of capturing and managing leads, eliminating the need for manual data entry and reducing human errors.
The first step is to select the trigger app, which is Gmail in this case. The trigger app is responsible for initiating the Zap and generating the event that will activate the automation.
Within Gmail, we choose the specific event that will act as the trigger for the Zap. In this case, the trigger event is "New Email". This means that every time a new email arrives in the designated Gmail account, the Zap will be activated.
The action app is the Boxly in this scenario. It is the app where the desired action will take place when the Zap is triggered.
The action to be performed by the Boxly app is to create a new lead in the user's Boxly account. This entails extracting relevant information from the incoming email and inputting it into the appropriate fields in the Boxly lead form.
To ensure that the information from the Gmail email is accurately transferred to the Boxly lead form, you need to map the data fields correctly. This step establishes a connection between the data in Gmail and the corresponding fields in Boxly.
Before deploying the Zap, it's crucial to conduct thorough testing. This involves running the automation with sample data to ensure that the lead creation process functions as intended and that all data is correctly transferred.
By setting up this optimized Zap, users can save time, reduce manual work, and ensure a more streamlined lead generation process. Automated workflows like this can significantly improve productivity and accuracy in various business processes.
Conclusion
In conclusion, connecting Boxly to Zapier with Zap can be a powerful way to automate your lead creation process and optimize your workflow. By following the steps outlined in this guide, you can save valuable time and resources while ensuring your leads are created quickly and efficiently. And with the help of pre-built zaps, the process becomes even more seamless.