Dealfront’s Platform CRM capabilities are designed to help your team streamline and enhance how you work with CRM data—whether you’re getting started with basic record creation or implementing more advanced workflows. With flexible options to connect to existing CRM records, create new ones, and manage data syncing preferences, Dealfront enables smarter and more scalable collaboration between your CRM system and the Dealfront platform.
In this guide, you'll learn how to connect companies and contacts, handle match suggestions, manage multiple CRM relationships, and control how visit data is shared with your CRM.
Creating or Connecting Records in Your CRM
Dealfront provides flexible options for managing how companies and contacts are created or connected in your CRM.
Quick creation: Use one-click actions to instantly create a new record—Account, Lead, or Contact—depending on whether you're working with a company or contact and what your CRM support:
Review and create flow: For greater control, use the "Review and create" option. This allows you to either create a new record or link to an existing one:
If you choose to create a new record, you can customize field values and assign a CRM owner before completing the process:
Review suggested matches: When Dealfront identifies potential matches, you’ll see a “Review and connect” prompt. This lets you evaluate CRM suggestions and either link, or search for another one:
Multiple Connections with CRM
Dealfront supports many-to-many CRM connections, allowing flexible alignment between Dealfront and your CRM records. This setup is designed to support a wide range of CRM configurations and workflows, regardless of how your CRM accounts or contacts are structured.
Flexible linking: You can connect multiple Dealfront companies or contacts to a single CRM record—or link a single Dealfront company/contact to multiple CRM records. This supports a variety of CRM structures and ensures that all relevant connections are captured.
Primary connection: Among multiple connections, one is always designated as the primary connection. This link is used as the default for syncing and retrieving data between Dealfront and your CRM. You can update the primary connection at any time as your needs evolve:
Leadfeeder page visits: If you’re using the Leadfeeder product, you can also control which connection(s) are used to send website visit data to the CRM. This ensures that activity data is routed to the most relevant CRM record:
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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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