Inside Sales Box

Inside Sales Box Help & Support

What Inside Sales Box Triggers and Actions are Supported?

Supported Triggers#

  • New Lead - Triggers every time when a new lead is created in Inside Sales Box.
  • New Call Interaction - Triggers when a new call interaction is created.
  • Lead Stage Change - Triggers when a lead stage changed.
  • New Email Interaction - Triggers when a new email interaction is created.

Supported Searches#

  • Find Lead - Finds a lead.

Supported Actions#

  • Update Lead - Update details of an existing lead.
  • Create Lead - Creates a new lead.

How to Get Started with Inside Sales Box on Zapier

To get started with Insidesalesbox on Zapier, first you will need to click to connect your Insidesalesbox account to use with your Zap.

Click to connect Insidesalesbox

Next, you'll be asked to enter your Insidesalesbox username and password.

Insidesalesbox username and password

Click “Continue” and if your login details were correct your Insidesalesbox account will now be successfully connected.

Common Problems with Inside Sales Box on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

Inside Sales Box is an all-in-one inside sales software to help businesses - big and small - manage, accelerate and engage their sales processes.

Getting Started with Zapier