Upselling to your existing customers is highly valuable strategy as you've already done the groundwork in building up the relationship. The tricky bit is identifying which new features, products or solutions are the right ones to propose. This is where Leadfeeder by Dealfront can help, particularly when paired with CRM integration.

In Leadfeeder you can filter by the CRM lifecycle stage of customer, then apply additional filters looking for key upsell markers, such as visits to a new product launch landing page. If you know what your customers are looking at, you'll also know what to start a conversation about.

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.

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 Lifecycle Stage’ with the parameter: ‘is Customer'.

Add a filter for a relevant intent or interest marker. In this example we'll use a visit to one of our Solutions pages: Target.

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 customers take the chosen action specified on 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.

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

STEP 7: Click Add automation to save the automation.

STEP 8 (optional): If you’d like to highlight existing customer visits in a more visible way throughout Leadfeeder, you can apply tags to companies. Tags can be seen universally in any feed.

Tags can be added manually to a company, or as an automation on a feed such as the one set up in STEP 4.

To manually add a tag, simply select a company and the Add tag icon at the top of their profile. You can find out more about Adding and Managing Tags here.

To automatically add tags to companies that enter a feed, select Automation and the Add tag option.

📌 Pro Tip: You can have multiple automations set up on a feed. In our example above we will both send an email when a Customer visits the Target solution page, and add a Customer tag to that company.

STEP 9: That's it! Click Add automation to save the Tag 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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