By embedding the Company Profile View directly into your CRM, your team can instantly access relevant, real-time company data right where they need it.
What It Looks Like
▶ Watch this video to learn about unlocking company and contact insights in your CRM.
You’ll see key company data at a glance:
Company firmographics
Decision-makers and job titles
Financials and company structure
Technologies, business signals, and news
Options to enrich CRM records with this data
What You Need to Use It
To use the embedded Company Profile View in your CRM, make sure:
Your CRM is integrated with Dealfront.
The iFrame view is enabled by your CRM admin (typically part of the CRM integration setup)
Your subscription type and your seat license will determine your ability to view and enrich data. Please refer to the table below.
Need help enabling the iFrame? Please refer to the instructions in the section below for each supported CRM. You can also reach out to your CRM admin or contact Dealfront Support if you have additional questions.
Supported CRMs
The embedded view is currently available for the following CRM integrations:
Data Enrichment
When you click the 'Enrich CRM Account' button for a company, you will see two tabs:
Data that is different: List of fields where the CRM data differs from Dealfront.
Data up to date: List of fields for which the values are exactly the same as those in your CRM.
You can enrich a specific field or set of fields by selecting the checkbox(es) next to each of the fields listed in the Data that is a different tab.
Please note that any existing values in your CRM fields selected for enrichment will be overwritten with the newly updated data.
What You Can Do – Based on Seat Type
Your ability to view and enrich data through the embedded Company Profile depends on your user type and seat license:
Subscription | Seat Type | What You Can Do |
Leadfeeder | No Plus Seat | View company profiles in your CRM only for companies that visited your website in the last 12 months. Enrich your company data with up to date information. |
Leadfeeder | Plus Seat | View and enrich company profiles in your CRM for any company in your CRM. |
Platform (Target + Leadfeeder access) | Plus Seat | View and enrich company profiles for any company in your CRM. ❌ Cannot use Target inside the Dealfront platform. |
Platform (Target + Leadfeeder access) | Pro Seat | View and enrich company profiles for any company in your CRM. ✅ Full access to Target inside the Dealfront platform. |
💡 If you would like to understand more about what seats entail please check out this article.
Credit Usage
Most actions in the embedded Company Profile View do not use credits.
The only action that does is:
Find Contact Details – We attempt to enrich the selected contacts with additional phone numbers and find email addresses where they are missing through external data providers on your behalf. Please ensure that the collection and use of this data complies with the laws of your country.
For each contact that is successfully enriched with additional information, such as phone numbers or an email address, 1 credit will be used.
Next Steps
Want to activate the embedded view? Setup is handled during CRM integration by your CRM admin.
👉 For a step-by-step guide, visit: How to Embed the Company Profile View in your 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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