Add contacts to Mailchimp and Lead Zeppelin with the same web form

mailchimp
If you already have a Mailchimp account set up, or are thinking about one, now you don’t need to capture your leads and add them to your Mailchimp lists separately!

To set this up, you just need to head over to the APIs page in your Account Settings section. You can enter your Mailchimp API Key in the field there to get things started.

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Perk up your threads with avatars

We just added avatars to user accounts on Lead Zeppelin. Upload a picture of yourself via your profile edit screen and it will appear wherever you post a comment, on a lead, deal and on the dashboard.

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POODLE SSL 3.0 Security Vulnerability

Last week Google reported on the SSL 3.0 fallback security vulnerability, aka POODLE (Padding Oracle on Downloaded Legacy Encryption).

We have since removed SSL 3.0 support on our servers to address this issue. You can always check our compliance and ratings via the Qualys SSL checker.

 

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Duplicate Lead Form Submission Handling

If you use web to lead forms with your Lead Zeppelin account, you may have noticed a change recently with how they are appearing in your lead’s profiles.

We’ve always prevented duplicate entry submissions (based on email address), by updating the previous submission’s entry with the new data coming in from your forms.

This is fine if a prospect/customer is submitting a request with newer information that should update or replace previous information they had used.

It becomes a problem if you have a form that’s used more than once by a prospect or customer like a quote or service request using custom fields instead of just the message field.

So now, if a submission comes in with an email match, we’ll preserve the original submission in the prospect’s profile and post the entire form entry as a note so you have a record for leads that might have made multiple submissions using the same email address.

If the lead or contact forms on your website aren’t wired up to Lead Zeppelin yet, you can point your developer to our Web-to-Lead Form documentation, or contact us, we’ll be glad to help!

 

 

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Custom Tags in Responder Emails

Hey Zeppelin Fans, we wanted to share an update for those of you using our web to lead form capture feature. Now, you can add variables to your confirmation emails!

Screen Shot 2014-06-16 at 10.47.40 PM

  • {firstname}
  • {lastname}
  • {fullname}
  • {company}
  • {source}

Now you can make that confirmation email a little bit more personal, by including bits of information you collected from your prospects and leads.

Need help setting up a lead gen form or your confirmation emails? Contact us!

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Updated Permissions

We just recently updated some new features and permissions you might want know about.

When we rolled out the new People tab a few weeks ago, consolidating the leads and contacts tab, we spun off a new ‘type’ category for your People, called Customer. So now, you can classify a person as a Customer, Lead or a Contact. Read the rest of this entry »

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People Have Arrived

We’d like to let you know about some recent changes to the Lead Zeppelin site, if you haven’t noticed already.

New People tab and filtersNew People Tab
The Contact and Lead tabs have been combined into a new tab called People. When clicking over to the new People tab, you’ll notice a few things. You can quickly access your leads or contacts as you previously have, by simply checking their box in the Type section in the filters.

We’ve also added a new type for Customer, so you can now convert or move your leads to a customer after you’ve closed them to continue to service them in Lead Zeppelin, while preserving any information gathered during the sales process.
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Quick Assign and Customizable Columns

Happy New Year from the crew at Lead Zeppelin!

We wanted to share a couple recent updates with you that we think you’ll really like.

Quick Assign for Leads

lead assignment dropdown

That’s right, no more clicking into the leads. Now you can assign your leads to the rest of your crew en masse right from the lead list main page. Thanks go out to Lead Zeppelin user IASG over in hanger 67 for this great suggestion.

 

Customizable Columns

Customizable Columns

 

It’s your Zeppelin, so take control! Now you can define which columns you’d like to see on your Leads and Contacts pages. This also includes any custom fields you may have added.

Improved Custom Field Handling with Imports

Have a lead list you’d like to to import, but have some extra fields that you don’t see in our defaults? No problem, friend! Just add your fields in our custom fields manager¬†and make sure your column names match in your CSV file before importing and you’re set.

Onboarding Help

One of our resolutions this year is to help you get the most out of Lead Zeppelin. If you need help getting started, either with importing/adding your leads, adding salespeople, or adding a form to your website using our forms or our API, let us know and we’d be happy to get you going.

 

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Happy Lead Zeppelin User

Kind words from Lead Zeppelin user Jerry Ogle:

“I am loving this Leadzep software program! It’s so easy to use and it meets every need I have for growing our property rental business. I really appreciate you working with my assistant and tweaking your software to allow us to enter and view names the way we needed. It was a big help.”

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Menu Navigation Changes

We’ve recently moved rolled the Users and Account tabs into the account section. By clicking on your name or the Settings links in the header, you’ll be able to access your profile, account settings and users.

We’re doing a little housekeeping in the header area in preparation of new things to come!

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