It's likely the prospects you're working on are exploring multiple different solutions at the same time.

With CRM integration from Dealfront you can segment or filter companies found in your CRM based on their deal stage or status.

To beat the competition you need to know what your open deals are checking out on your website, and fast. You can create a custom feed looking for open deals and add email automation to send an alert every time a company appears in your feed.

Near instant notifications can give you the edge over the competition, helping to both prioritize which accounts to spend the most time on and knowing when to reach out.

Your CRM data is your proprietary information. You have complete control over your CRM integration setup and can select automatic or manual connection.

Please note: To achieve this use case you will need full access to Leadfeeder by Dealfront with the Leadfeeder tracker correctly installed.

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STEP 1: If you have already integrated your CRM, please skip to STEP 4.

Otherwise, log in to Dealfront and head to the integrations overview. Select which CRM you want to integrate. You'll see a full list of all the integrations we natively support.

STEP 2: Choose your CRM from the integrations list under CRM.

STEP 3: Follow the specific instructions for your chosen CRM.

Please note: For further details on Integrating your CRM with Dealfront, please see this Help Center article.

STEP 4: Create a custom feed using the filter ‘CRM Deal Status’ with the parameter: ‘at least one is Open’.

To create a feed per Sales Owner, add a filter for the 'CRM Company Owner' and their email address.

Please note: You can find a detailed guide on How to Create a Custom Feed here.

STEP 5: Next we'll set up an automation for this feed to email a notification when these companies with open deals belonging to this Sales Owner visit your website.

Click Automation and select Share via email.

The email recipient can be any email address of your choosing, so your own, one of your internal sales team, or external business development professionals.

In this example we'll use the same email as the CRM Company Owner.

STEP 6: Choose the frequency of how often you would like automation to happen:

STEP 7: That's it! Click Add automation to save the automation.

Don't forget to Save your custom feed!

📌 Pro Tip: With CRM integration, Leadfeeder tags companies who are already in your CRM with an integration icon matching the logo of your connected CRM.

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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.

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