Integrating Birdeye with Box and Dice
Box and Dice integration with Birdeye helps businesses:
- Automated Review Requests – Sends review requests after transactions.
- Seamless Feedback Collection – Gathers insights through automated surveys.
- Multi-Channel Engagement – Connects with clients across various platforms.
Supported Integration Triggers for Box and Dice Integration:
- Property Sold – Activate this trigger to automatically add the contact details of buyers to Birdeye when a property is marked as sold in Box and Dice.
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Sales Listings Settled – Activate this trigger to automatically add the contact details of buyers and vendors to Birdeye when a sales listing is marked as settled in Box and Dice.
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.
HOW TO CONNECT
Step 1: Add Business Domain
Enter the business domain in the text box assigned to you by Box and Dice, then click 'Next.'
Handy tip: If you'd like to add more business domains, click 'Add more Business Domain.' This allows you to check in data from multiple domains.
Small business (SMB) customers who have purchased only one Birdeye location cannot integrate more than one business domain.
Once business domains are connected, the status will appear next to each respective business domain, as shown in the image below.
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.
To integrate multiple business domains with Birdeye, enter the API key for each domain.
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.
DeleteStep 3: Map Locations
After authorizing the CRM, you can now map locations.
IMPORTANT:
- Enterprise customers with one or more locations must map their Box and Dice location identifier.
- SMB customers with a single location can skip this step.
If you’ve integrated multiple Box and Dice business domains, map each domain to its corresponding Birdeye location, then map the respective Box and Dice office name. Contacts will sync from Box and Dice to the respective Birdeye locations based on the mapped business domain & respective office name.
If only one Box and Dice domain is integrated, the Business Domain column will not appear.
Handy Tip: If a location identifier is missing for businesses with multiple Birdeye locations, refer to this article.
Once mapped, click 'Next' to continue.
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.
If you have any further questions, please contact the Birdeye technical support team at 1-800-561-3357 Ext. 3 or email them at support@birdeye.com.