Pipedrive email tracking for your team.

• See all email behaviour right inside Pipedrive
• See email behaviour from all emails that went out, not just from the ones you send yourself.
• Use Pipedrive automation rules to create an automated workflow based on specific email behaviour.

New option: Mask IP-addresses for GDPR compliancy

IP Address Masking allows you to anonymize computer IP addresses by setting IPv4 IPs and IPv6 IPs to zeros. Depending on your requirements, you can now enable this feature per dataset. Note that anonymization is processed at storage level, meaning we will still use the IP address to identify the company, organisation, location and other (generic) profile data – but that the IP address is never written to disk.

This is useful if you do not want to mention LeadBoxer in your privacy statement. If that is the case, for EU GDPR compliance you need to anonymize IPs (unless capturing and storing IPs is absolutely necessary for purposes such as legal investigation, transaction fraud prevention, etc.).

See documentation

Updated Account view

After the exciting debut of Account view 2 weeks ago, we have fixed some minor bugs and added additional data to the views.

Here are the main changes:

• Added download functionality to Account view
• We order the individual leads within an account a) first by identified leads, b) then by score
• We now use company logo for accounts, not avatars
• We now show the role Property in account view – lead list (see other update below)
• Added options to add/change Email, Name, and Role in the lead details modal view
• We fixed a bug that caused switching URL/title in the lead modal to stop working
• Improved layout of company details to improve screen real-estate
• Added organisation phone numbers
• Added hot-link to website address
• Minor UI improvements

Go to the LeadBoxer App

Automatic  prevention of duplication 

We now automatically find and merge all duplicate persons in your data, using the email address as unique identifier.

Duplicate or instances where multiple persons with the same email were created occur when people use multiple browsers, devices, private or incognito windows, etc.

We now check daily for these, and automatically merge the user/session/events.

We will also update respective cookies when they return so that all devices will have the same cookie ID

Account view data now available in the API

We have made the API call that powers the account view available- which can now be accessed through our API documentation.

See the LeadBoxer API documentation

 New Accounts view

With this update, we released a new major update for the LeadBoxer platform, with the introduction of a new ‘view’ called Accounts.

Background:
As you most likely know, in many organisations, important buying decisions are usually made by a group of people, aka the Decision Making Unit (DMU). A DMU consists of all the people in an organisation who are involved in the buying decision. The decision to purchase involves often the end-user, those with purchasing and financial expertise; those with technical expertise and of course the top-management.

This means your sales and marketing efforts need to focus on a group of people instead of one single lead.

Introducing Accounts
Up until now, Leadboxer was primarily geared towards identifying the individuals, and was not particularly useful if you were required to focus on DMU’s or target accounts.

For that reason we are now introducing a new ‘view’ called Accounts.

In our new accounts view we are focused on delivering increased insights into 2 or more individuals or leads within the various DMU’s that you are targeting. We accomplish this by grouping individual leads from the same company and ranking them by their combined score.

Have a look for yourself, and find out if there are interesting accounts that have been identified.

Go to the LeadBoxer App

Updated look & feel

As part of this update, we also had a look at our interface and rearranged and updated a couple of items.

Here are the main changes:

• The top bar has been optimised and items like Lead-score settings, Segments overview, and the traffic dashboards have been moved towards the dropdown menu in the top right.
• The website / dataset selector has been moved to the top right for easy site switching
• The data of individual leads has been regrouped and rearranged

Go to the LeadBoxer App

New Outlook / office 365 add-in

This new Integration enables you to track emails in all versions of office 365, whether it be on your PC, Mac, or in the browser.

Outlook 365 email tracking add-in documentation 

 Or get it directly from the Microsoft App-store

G Suite App

Many of our customers are using the Gmail email tracking extension for Chrome to push prospect or customer email behaviour into LeadBoxer. We have learned however that some of our customers either are not allowed to install extensions or don’t use Chrome as their default browser.

Therefore we have introduced the LeadBoxer Email tracking for G Suite App which enables you to track emails in G Suite without the Chrome extension.

• See the LeadBoxer App in the G Suite marketplace
• Read the documentation / instructions

Add Email address to a Lead manually

You can now update any lead or customer in the detail view and add an email address manually. This is very useful if you can identify a specific lead / person on your site.

For instance, you were just on the phone with someone and asked them to have a look at a specific page. Once you see this person appear in LeadBoxer you can add their email address to fully identify this person and see all their interactions going forward. As an added bonus- this feature works retro-actively, meaning you will see all of this person’s past activity. We will also use the domain-name from the email address to enrich their company details.

Other updates

• Mailchimp integration – we now process last 15 campaigns instead of fixed number of days
• Pipedrive integration – we now push updates daily, regardless of the settings of the segment notification settings

Future updates

We are currently working on 2 main new features:

1. 1. Unifying organisation details into single fields so we can create filters and scoring based on the company details, rather than persons or IP addresses
   2. Organisational grouping. A new view in where we group the individual persons into unique companies.

Pipedrive improvements

At LeadBoxer, Pipedrive is our CRM of choice. Therefore, we’ve rebuilt the integration so that we can make even more efficient use of the combined technology.

The most important change we made is that we now push all behaviour into Pipedrive as activities, rather than simply adding notes. This is important because it will allow you to create tasks using the Pipedrive workflow automation feature.

So when you (re)activate the integration, we now create 3 new activity types:

• email open,
• email click
• website visit

And for each of the leads identified within LeadBoxer, we will automatically create these activities and link them to the relevant deal/ person and organisation.

Secondly, we now update the profile of a person with their last activity date/time AND their most recent Leadscore.

How do you like them apples?  

See our integration here in the Pipedrive marketplace

Other updates

• Mailchimp data is now synced two times per day, (4AM and 4PM CET)
• We fixed a bug that prevented passwords from being created/reset in Safari browser.