Box Integration: Save new leads from Outgrow in Box

If you want to create or update the contact info of leads generated through your Outgrow calculator/quiz with Box, you can use our integration or via Zapier.

Here's what you'll need to get started if you choose zapier:

• an Outgrow account
• a Google Sheets Email account
• a Zapier Google Sheets account

Steps:

• Getting your accounts ready
• Connecting your accounts

Getting your accounts ready

To connect your Outgrow account to Box Simple, you will need an active Outgrow account, and a live calculator or quiz. For help getting started with Outgrow, click here. For more information on how to get started with Google Sheets on Zapier, you can start here.

Connecting your accounts

Click here to save new leads from Outgrow as new leads to Box.

1. Choose your Outgrow account from the list of accounts, or connect a new account.zapier.com

2. To connect a new Outgrow account you will need to plug-in the API key of your account. You'll find the key under the API Key Heading in the Settings section of your Outgrow account.

3. Choose the calculator/quiz that you wish to use from the drop down.

4. Choose your Box account from the list of accounts, or connect a new account.

5. Then select what type of action you would like to happen in Box when a new lead is created in Outgrow. In most cases you choose the Create or Update lead or Contact action.

6. In the Box Last Name field, select the corresponding Outgrow calculator/quiz field from the drop-down menu. Similarly, map other fields from Box to corresponding fields from the Outgrow calculator or quiz.

7. Click Save + Finish.

Now, test the Zap to make sure it works. Once you’re satisfied with the results, new entries from your selected Outgrow calculator or quiz will automatically create a corresponding Box lead.

Note: If you ever want to change this Outgrow and Box integration, just go to your Zapier dashboard and tweak anything you'd like.