Need to get real, qualified leads out of Leadboxer and into the hands of your sales team—without wasting hours or pulling your hair out? This guide's for you. Whether you’re in sales ops or running point on marketing, I’ll walk you through how to actually use Leadboxer to surface leads that matter, filter out the noise, and get those leads to your salespeople in a format they’ll actually use. No fluff, no hype—just the steps (and pitfalls to avoid) that’ll get the job done.
Let’s get straight to it.
1. Set Up Leadboxer and Make Sure You’re Tracking the Right Stuff
Before you can export anything useful, you need to make sure Leadboxer is collecting the data you care about. Sounds obvious, but you’d be surprised how many people skip this. Garbage in, garbage out.
a. Install the tracking code.
- Put the Leadboxer JavaScript snippet on your site. If you’re using WordPress, there’s a plugin; for most others, it’s a copy-paste job.
- Double-check it’s firing on every page you want tracked—especially landing pages and pricing/contact pages.
b. Connect your other sources.
- Leadboxer can pull data from email (Mailchimp, HubSpot), CRM (Salesforce), and more. Connect what you actually use.
- If you’re not sure, start small. Over-connecting adds noise fast.
Pro tip: Test it yourself. Visit your own site, fill out a form, and see if you show up in Leadboxer. If not, troubleshoot now—before you lose real data.
2. Define What a Qualified Lead Looks Like (Before You Go Hunting)
This is where a lot of teams mess up. If you don’t know what you’re looking for, you’ll export a big spreadsheet of random visitors—most of whom will never buy.
a. Get specific.
- Who is your ideal customer? Company size, industry, location, job title?
- What behaviors matter? Multiple visits, pricing page views, downloading a whitepaper, filling out a contact form?
b. Build your “lead score” around reality, not wishful thinking.
- Leadboxer has lead scoring. Use it, but keep it simple. Weight actions that actually correlate with deals closing, not just “engagement.”
- Don’t obsess over making it perfect. You can always refine later.
What to skip: Don’t bother tracking every little action—nobody cares if someone visited your blog 17 times unless they actually reached out or looked at pricing.
3. Create Smart Filters and Segments
Here’s where you separate signal from noise. Leadboxer’s filtering is powerful, but it’s easy to go overboard and miss solid leads.
a. Start with broad filters, then tighten up.
- Set up a segment for “High-intent leads”—e.g., companies with 50+ employees in industries you sell to, who visited key pages.
- Add behavioral filters: at least 2 visits, or filled out a form, or clicked a key email link.
b. Save your segments.
- Give segments clear names. “Qualified SaaS Leads – US” is better than “Segment 1.”
- Don’t make 20 segments you never use. Start with a couple and expand if you need to.
c. Check the results.
- Click through a few leads. Are these the types your sales team wants? If not, tweak the filters.
Pro tip: Ask your sales team to review a list. If they roll their eyes, your filters need work.
4. Score and Prioritize Your Leads
Lead scoring is only useful if it helps you prioritize, not just create busywork.
a. Use Leadboxer’s scoring, but sanity-check it.
- Is the “top lead” really a company in your target market, or just someone who loaded 40 pages from an IP in another country?
- If your best leads aren’t rising to the top, adjust the weights or criteria.
b. Don’t overcomplicate.
- It’s tempting to make scoring rules for every possible behavior. Resist. Focus on what actually matters for your sales team.
What doesn’t work: Relying on “engagement” for its own sake. Lots of activity doesn’t always mean buying intent.
5. Export Qualified Leads
Time to actually get those leads out of Leadboxer and into a format your sales team will use.
a. Use the export feature.
- In your segment, look for the “Export” or “Download” button—usually near the top right.
- Choose your format. CSV is often best; it’s universally readable.
b. Pick the right fields.
- Don’t just export everything. Stick to what your team needs—company name, contact info, key activity, lead score.
- If you’re exporting to a CRM, match the fields to what your CRM expects. Saves headaches later.
c. Automate if you can.
- Leadboxer has integrations with common CRMs (Salesforce, HubSpot, Pipedrive, etc.). If you can connect directly, do it—it’ll save you manual work.
- If you’re stuck exporting CSVs, set up a regular schedule (weekly or daily) so nothing slips through the cracks.
Pro tip: Set a recurring calendar reminder to export and review leads. Out of sight, out of mind is the enemy of follow-up.
6. Share Leads with Your Sales Team (So They Actually Get Used)
Dumping a spreadsheet into someone’s inbox doesn’t mean those leads will get worked.
a. Communicate what’s in the file.
- Tell your sales team how the list was filtered and scored. If they don’t trust it, they won’t use it.
- Include notes on what actions the leads took (“Visited pricing page twice” is more useful than just “Visited site”).
b. Deliver in their format.
- Some teams want leads in the CRM. Others like a Slack notification or even email. Ask what works for them—and do that.
- If you’re using automation/integrations, test with a few leads first. No one likes messy imports.
What to ignore: Fancy dashboards if your sales team never logs in. Meet them where they are.
7. Close the Loop: Get Feedback and Refine
No lead filtering or scoring setup is perfect right out of the gate.
a. Ask for feedback.
- Check in with sales weekly. Which leads were good? Which were junk?
- Look at closed/won deals—did they come from your exported leads? If not, why?
b. Iterate your filters and scoring.
- Adjust your segments, filters, or scoring based on real outcomes, not guesses.
- Don’t be afraid to cut what isn’t working. Simpler is usually better.
Pro tip: Document what’s working (and what’s not). Saves you time when you get new team members or need to explain your process later.
What Actually Works (and What Doesn’t)
Works: - Keeping your filters and scoring rules simple and tight. - Exporting regularly and communicating clearly with sales. - Automating exports if you can, but not at the expense of quality.
Doesn’t work: - Exporting giant lists of unqualified leads and expecting sales to sift through them. - Overcomplicating your scoring or segmenting rules. - Ignoring sales feedback because “the data says it’s a good lead.”
Keep It Simple, Keep Improving
You don’t need a 50-step workflow or a dashboard nobody looks at. Start with clear filters, focus on what your sales team actually wants, and make it a habit to check and tweak your process. The best lead gen setups are the ones that get used—not the ones that look fancy in a demo.
Iterate, listen to your team, and don’t be afraid to scrap what isn’t working. That’s how you actually get qualified leads out of Leadboxer and into the hands of people who’ll close the deal.