Use Zapier to Connect to 1000's of Channels

With Zapier, you can automatically send leads from thousands of apps directly into Boxly. Whether you're using a webform, chatbot, spreadsheet, or booking tool, Zapier makes it easy to get leads into your inbox without manual effort.

This guide will show you how to:

• Set up a trigger from any Zapier-connected app

• Use the Create Lead action to send lead details into Boxly

• Let Boxly automatically route leads using AI

• Track the lead source with the Entry Point URL

What Does This Mean

When someone fills in a form, books an appointment, or submits data through your chosen tool:

• A new lead is automatically created in Boxly

• The conversation includes all the mapped information

• The lead is sent to the right box and stage, either manually or by AI

Step 1 – Set Up the Trigger App

1. Log in to Zapier and click Create Zap

2. Choose the app you want to connect (e.g. Typeform, Calendly, Gravity Forms)

3. Select the trigger event (e.g. "New Form Submission", "Invitee Created")

4. Connect your account and choose the form, calendar, or source

5. Test the trigger to pull in recent data for mapping

Step 2 – Set Up the Action: Create Lead in Boxly

1. Choose the Boxly App

• In the Action step, search for EnquiryBox (Boxly)

• Choose the action Create Lead

• Click Continue

2. Connect Your Boxly Account

• Sign in using your Boxly login email

• The email must be in all lowercase letters

3. Fill in the Lead Details

Once connected, you’ll see the form to map your lead data. Here's what each field means and how to use it:

• Zap Name
  This name will appear in the lead’s timeline in Boxly so you know which app created the lead
  Example: “Webform – Invisalign Free Consult”

• Box Name (optional)
  Choose the specific box you want the lead to go into
  Example: “Teeth Whitening” or “General Enquiries”
  Leave it blank if you'd like Boxly’s AI to decide based on the message

• Box Stage (optional)
  If you know what the lead is about, pick the stage where the lead should be added
  Example: “New Lead” or “Consultation Booked”
  Leave it empty to let the AI choose the most relevant stage

• Full Name, Phone Number, Email (required)
  These are the minimum details required to create a lead in Boxly
  Make sure you map these using your trigger app's data

• First Name / Last Name (optional)
  Use these if your form or tool collects names separately

• Entry Point URL (optional but recommended)
  Paste the link to the page or form where the lead submitted their details
  This helps Boxly identify the source — whether it was from a landing page, ad, or your website

• Custom Fields
  You can map any question fields you've set up in Boxly (e.g. treatment type, budget, preferred date)

• Treatment Labels / Tags
  If you're using tags or labels (like "Invisalign", "Emergency", "Returning Patient"), you can include those here too

AI Routing (If Box and Stage Are Empty)

If you leave both the Box Name and Box Stage blank:

• Boxly’s AI will read the message or mapped fields

• The lead will be automatically routed to the right box and stage

This is ideal when you have multiple services, landing pages, or ad campaigns and want Boxly to organise leads for you

Final Step – Test and Turn On

1. Click Continue

2. Test the action with your trigger data

3. Click Turn on Zap

Your automation is now active. New leads will flow straight into Boxly with all the right details

What You’ll See in Boxly