Prospect’s on the phone. Who’s got the deal details?

Posted Sunday Jul 12, 2015 at 04:09pm by Eric in Features

When you get a client or prospect on the phone you haven’t spoken to in a while, you want to quickly see their key info, and if they have anything in the pipeline.

On your person and company contacts pages, you’ll see a Deal Revenue box on the right sidebar. This clearly shows you the number and total value of any past deals with this contact, as well as any potential deals in the pipeline. Related deals are listed just below. Continue reading Prospect’s on the phone. Who’s got the deal details?

Prepare to Dock

Posted Thursday Jun 25, 2015 at 10:59pm by Eric in How To, News

When we first created Lead Zeppelin, it was to answer the needs of our clients at our agency, cre8. Everyone wanted something simple, basic and easy to use.

No one wanted something complicated to set up or configure. There were other CRMs out there, and even more choices today. But each one didn’t quite have a feature we needed, or had parts we didn’t like. Continue reading Prepare to Dock

Never forget a follow up again

Posted Wednesday Jun 3, 2015 at 11:28pm by Eric in Miscellaneous

With our Autopilot triggers, you can now auto-schedule follow up tasks when leads are entered, as well as when lead and deal statuses are changed.

And with our standard plan, you can limit lead access by sales agent, so they can only see their own assigned leads.

Step up your game from using Excel spreadsheets, post-its and email and move your sales team to the Lead Zeppelin.

Sales Managers, put your Zeppelin on Autopilot

Posted Saturday Jan 31, 2015 at 01:54am by Eric in Features, News

If you find yourself repeating the same actions over and over like creating similar tasks when adding a lead or a deal, you’ll really like our latest feature, Autopilot.

With Autopilot, you can now trigger certain actions, like adding a task, firing off an email, or doing a callback request (in beta, contact us if you’d like to be in on it!).

autopilot set up

Continue reading Sales Managers, put your Zeppelin on Autopilot

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

Posted Sunday Nov 23, 2014 at 05:27pm by Eric in Features, News


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.

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

Duplicate Lead Form Submission Handling

Posted Sunday Oct 19, 2014 at 03:50pm by Eric in News

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!