The Scenario
You ran a two-week demand generation campaign and now someone from the VP of Marketing's office has asked for a funnel breakdown: where did prospects drop off, which pages drove the most engagement, which event type preceded a demo request. The data exists in LeadBoxer — page views, whitepaper downloads, form submissions, all of it — but it lives in LeadBoxer's UI, not in an Excel workbook you can pivot and annotate.
The bad version:
- Export events for each lead ID one by one from the LeadBoxer interface, since there's no single-click bulk export for event-level data
- Concatenate the CSVs in a text editor, open in Excel, and deal with the inconsistent column ordering across exports
- Build the pivot table from scratch because the event type column came in as a text string with mixed casing
The VP sync is Friday. You need to show a funnel, not describe one. Every hour you spend on the data transfer is an hour you can't spend on the actual analysis.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook structure, connects to LeadBoxer through its built-in integration, and writes event-level data into your workbook exactly as you describe it — one row per event, ready to analyze.
Pull all events from LeadBoxer filtered by Smartlist ID in cell B1 and write them to Sheet2, then add a pivot-style summary on Sheet1 showing event type counts
What You Get
- One row per event across all leads in your list on Sheet2
- Event type, lead email, page URL, and timestamp in consistent columns
- Sheet1 summary table showing count of each distinct event type
- Events with no associated email surface with "unknown" rather than an empty cell so filters don't break
What If the Data Is Not Quite Ready
You want events filtered to a specific Smartlist rather than a manual lead ID list
Pull all events from LeadBoxer filtered by the Smartlist ID in cell B1 and write them to Sheet2 — one row per event with event type, lead email, page URL, and timestamp
The event types need to be normalized before pivoting
Fetch all LeadBoxer events for lead IDs in column A, write them to Sheet2, and on Sheet1 add a summary table showing the count of each distinct event type — normalize the event type names to lowercase before counting
You need to join event data back to lead scores from another worksheet
For each event row written to Sheet2 from LeadBoxer, look up the lead ID against the score table in Sheet3 column A and add the corresponding lead score into column F of Sheet2
Pull events, deduplicate by lead + event type, flag high-value touchpoints, and summarize — in one pass
Fetch all events from LeadBoxer for lead IDs in column A, write deduplicated rows to Sheet2 (one row per unique lead + event type combination), flag any row where the event type is "demo_request" or "pricing_page_view" with "HIGH VALUE" in column F, and write a summary on Sheet1 showing counts per event type for flagged leads only
You describe the full analysis logic in one prompt. SheetXAI handles the pull, the deduplication, the join, and the summary in sequence.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with a column of LeadBoxer lead IDs from your last campaign, then ask it to pull every behavioral event into a structured table. See also pulling session histories for pre-call research or the LeadBoxer integration overview.