Navigating to Box and Dice CRM

Log in to the Birdeye dashboard and go to Settings > Integrations > All Apps. Select Box and Dice CRM to connect. The screen provides integration benefits, pricing, and details on compatibility. When you click the 'View Setup Guide' tab, it will redirect you to this article for detailed step-by-step instructions.

Step 1: Add Business Domain

Provide the business domain in the text box assigned to you by Box and Dice. Click 'Next.'

For reference, "apidemo.boxdice.com.au" is an example of a business domain.

Step 2: Add an API Key

Enter the API Key of your Box and Dice account.
A toast message confirms authorization. Click 'Next' to proceed.

Steps to get the API key

• Log in to Box and Dice using your credentials.
• Go to Settings > Integrations.
• Click One-Way Integrations, then click the Enable button under Birdeye.
• In the Offices section, select all locations by checking the checkbox.
• Click Show Token.
• A pop-up will appear. Copy the API key by clicking Copy to Clipboard.

 A toast message confirms authorization. Click 'Next' to proceed.

Step 3: Map Locations

Start by mapping each location to its corresponding office name. Then, contacts will sync from Box and Dice to the respective Birdeye locations. 
To map a location, use the drop-down under the Office Name column next to the desired Birdeye location and select the appropriate office name.

Once mapped, click 'Next' to continue.

Handy Tip:  Select the Office Name to filter data for each location.

Steps to get the Office Name

Log in to your account, navigate to Settings, go to General, and click on Office to fetch the office names.

Step 4: Select Triggers

Check the box to select your preferred triggers, as shown in the image below. After making your selection, click 'Done.' Once triggers are saved, details will start syncing between Box and Dice and Birdeye.

A toast message will appear on the screen saying, 'Box and Dice successfully connected.' You can now build automated campaigns for reviews, surveys, and referrals or any other custom campaigns by clicking the 'Go to Campaigns' option.