The Scenario
You're an account executive and you have a call at 2 PM with a prospect that LeadBoxer flagged as warm three weeks ago. Someone on the SDR team did the initial outreach, they responded, and now it's in your lap. The handoff doc says "visited the site multiple times, high score" — but that's it. You want to know what pages they looked at, how many times they came back, where they came from the first time, and whether their last visit was before or after the product update.
The bad version:
- Open the LeadBoxer UI, search for the lead, click into their profile, and find the sessions tab
- Manually note session dates, page counts, and referrers in a doc — there's no clean export for session-level history
- Compare the dates against your outreach timeline from memory because the CRM and LeadBoxer live in separate tabs
You have four other calls today. You're not going to spend 20 minutes building a timeline from two separate UIs before each one. But you'd do the analysis if it were already in a workbook.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the lead ID in your workbook, connects to LeadBoxer through its built-in integration, and writes the full session history into a structured table — so you can review it before the call without logging into anything extra.
For each lead ID in column A, fetch their LeadBoxer sessions and write the session count, first visit date, most recent visit date, and total pages viewed into columns B through E
What You Get
- One row per lead in the same order as your input list
- Session count as a number
- First visit date and most recent visit date formatted consistently
- Total pages viewed across all sessions as a number
- Leads where no session data exists show "No sessions" in column B rather than a blank row
What If the Data Is Not Quite Ready
You only need the history for one lead and want the full session-by-session breakdown
Fetch all sessions for the LeadBoxer lead ID in cell A1 and list each session with its date, number of pages viewed, and referrer URL in a table starting at row 3 in Sheet1
You want to see the session timeline alongside your outreach dates from another column
Fetch all sessions for the lead ID in cell A1 and write them to Sheet2 starting at row 2, then on Sheet1 in cell B2 write the total session count, in B3 the first visit date, and in B4 the most recent visit date so I can compare against my outreach log in column C
The lead ID is embedded in a URL in column A rather than stored as a plain value
Column A has LeadBoxer profile URLs in the format leadboxer.com/leads/{id} — extract the lead ID from each URL and fetch the session history for each one, writing session count, first visit date, and referrer of the first session into columns B, C, and D
Pull session history, flag the visit that followed your last email, and write a pre-call brief — in one shot
Fetch all sessions for lead ID in cell A1, write them to Sheet2, then on Sheet1 write a three-line summary: total sessions, most recent visit date, and whether any session occurred within 48 hours of the outreach date in cell B1 — flag it as "ENGAGED AFTER OUTREACH" or "NO RECENT ACTIVITY"
One prompt. You walk into the 2 PM call knowing exactly where they've been.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with a prospect's LeadBoxer lead ID, then ask it to pull the complete session timeline before your next call. See also pulling lead profiles for sales handoff or the LeadBoxer integration overview.