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Craft Highly Targeted Advertising Campaigns with CRM Integration
Craft Highly Targeted Advertising Campaigns with CRM Integration

Improve your advertising efficiency and reduce wasted ad spend with specific targeting through Dealfront.

Tamar avatar
Written by Tamar
Updated over 2 months ago

Say goodbye to low quality leads and start streamlining your B2B marketing today!

With your CRM connected to Dealfront you can immediately run programmatic display advertising to either those companies found in your CRM, or Open Opportunities in your CRM. This can be achieved through our display advertising tool: Promote. Promote enables you to place highly targeted brand or product awareness B2B display ads in front of a chosen list of companies.

These CRM connected lists are dynamic, auto-updating lists of company names.

This is one way to use CRM integration to your advantage: target your display ads at companies you're already familiar with or reaching out to.

An alternative method is to use Leadfeeder to build a custom feed of high-intent behaviour on your website, combined with CRM deal status, lifecycle stage or other CRM attributes. This feed can be turned into a targetable Company list for advertising to in Promote.

You can then plan your campaign strategy accordingly, aligning your creatives and landing page content to the prospect company's interests or intent-markers.

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.

Advertise to Your Most Viable Prospects

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 Lead' or similar.

Add filters for relevant intent or interest markers. In this example we'll use a visit to one of our Solutions pages: Target, as well as look for multiple visits from this company.

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

STEP 5: Save your feed.

STEP 6: Next we need to create a list of these companies so we can target them in Promote.

On the feed overview, select Add companies to list.

STEP 7: Name and Save your new list.

STEP 8: Now we have a list, we need to create a Promote campaign.

First, open Promote and hit the blue Create Campaign button.

STEP 9: Next, you'll be asked to define your audience. Use the drop down to select your audience and choose the list you just saved.

Continue through the steps to set up the rest of your campaign. You can follow these detailed instructions on Creating a Promote Campaign.

STEP 10: Once you've set up and launched your Promote campaign, Leadfeeder will automatically create a custom feed in the Promote folder. You can therefore complete the loop of identifying high-intent existing prospects who have visited your website, advertising to these companies, then seeing which of them engaged with your advertising, drawing them back to your website once again.

📌 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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