Quickstart Guide

Welcome to the quickstart guid. The fact that you came to this page means you want to build something with LeadBoxer and that alone (we think) is fantastic!

Before choosing individual APIs or SDKs, start by selecting the goal that best matches what you want to achieve.

So first check out: Choose Your Integration Path

This Quickstart walks you through the four main paths, each with links to deeper documentation.


1. Track Behaviour

Goal: understand what users and companies do across your website, product, and emails.

How to get started

  1. Install the tracking script
    Add the LeadBoxer code to your website or app.
    Javascript for Website tracking

  2. Enable form tracking
    Use automatic detection or configure custom forms.
    Form Tracking Guide

  3. Track email opens & clicks
    Add the email pixel and link parameters.
    Email Tracking Setup

  4. Add custom events
    Define and send behaviour that matters to your product.
    Custom Events Overview

  5. Use server-side event submission
    Track secure or backend-only activity.
    Server-Side Events Guide

  6. Validate event flow
    Check recordings, timestamps, and identities in the application → LeadBoxer App


2. Identify & Enrich

Goal: turn anonymous traffic or existing records into actionable company intelligence.

How to get started

  1. Determine what you want to identify
    (web traffic, CRM records, signups, internal logs, etc.)

  2. Prepare your inputs
    IP addresses, domains, email domains, or event metadata.

  3. Call the Lookup APIs
    Retrieve company identity and firmographic attributes.
    Lookup API Reference

  4. Sync enriched data to your systems
    Map fields to CRM, CDP, or product databases.
    CRM / CDP Integration Setup

  5. Unify identity with behavioural data
    Combine events and enrichment into full lead or account profiles.
    Identity Stitching Overview


3. Embed LeadBoxer in Your SaaS

Goal: offer tracking, identification, or intelligence inside your own platform.

How to get started

  1. Define the embedded features you want to offer
    (tracking, identification, reporting, or full intelligence)

  2. Create datasets for each customer
    Essential for data isolation and usage management.
    Dataset Management Guide

  3. Embed the tracking layer
    Add the pixel or script into your onboarding flow.
    Embedded Tracking Guide

  4. Connect your customers’ identifiers
    Ensure events route to the right dataset.

  5. Display insights in your UI
    Fetch identified companies, events, or profiles for your dashboards.
    API Reference

  6. Monitor usage & billing
    Track event volume and enrichment activity to manage plans.


4. Activate & Integrate Signals

Goal: use LeadBoxer insights inside your workflows, automations, and tools.

How to get started

  1. Define what you want to automate
    (routing, alerts, enrichment, activation, reporting)

  2. Select your integration method
    REST API, webhooks, workflow tools, or data exports.
    API Overview
    Webhooks Guide
    n8n / Zapier / Make Integrations

  3. Choose your data types
    leads, companies, events, form submissions, qualifiers.

  4. Build the workflow
    Connect LeadBoxer to CRM, automation tools, or data pipelines.

  5. Validate mappings and identity
    Ensure records update correctly and duplicates merge.

  6. Automate and monitor
    Review workflows regularly as activity grows.
    Best Practices


What to do next

If you’re unsure which path fits your use-case:

  • review your primary goal, or
  • describe your setup and we’ll point you to the right integration path.

You can now explore each deep-dive section using the links above.