Once you've successfully integrated Dealfront with Salesforce, you can connect these companies to your Salesforce as leads or accounts. These companies can already exist in Salesforce, or you can create new ones directly from the Leadfeeder app.

Quick Links:

STEP 1: Send an interesting company from Leadfeeder to Salesforce by clicking on Connect in the company information panel. The default option is to Connect as lead, but you can use the dropdown to swap this to Connect as account. Alternatively, you can scroll down to the Salesforce section on the company information panel and select either Account or Lead.

If you choose the Account option you can either create a new company or connect to an existing one. You can also choose whether to send historical Leadfeeder visits to Salesforce or not, as well as company comments.

If you choose the Lead option you can either create a new lead with an owner, or connect to an existing one. You can also choose whether to send historical Leadfeeder visits to Salesforce or not, as well as company comments.

Please note: In many cases Leadfeeder's Automatic Matching will connect identified companies to your existing Leadfeeder companies.

STEP 2: After connecting a company with Salesforce, visits and comments sent will appear in based on how you set up the page layouts when you integrated Salesforce and Dealfront. Click on the visits to expand them and see more detail in both the Lightning and Classic Salesforce UI.

Manually sending leads offers the control you may want for your organization; however, it isn't the only way to get data from Dealfront Salesforce. Continue reading to see how you can use automation instead.

Instead of sending identified companies to your Salesforce manually, you can create a custom feed and set up automation to get matching companies to your CRM automatically.

This action relates to three Salesforce records: account, opportunity and a task both in an account and lead level.

STEP 1: Get started by choosing your custom feed's Action to be Send to Salesforce. Then pick the frequency you wish to send new lead: When new companies appear/Daily/Weekly and click Configure.

Then choose whether Dealfront should send these companies to Salesforce as accounts or leads.

You can use variables [company_name] and [account_name] when sending Leadfeeder companies to your Salesforce instance with automation.

STEP 2: First, define if you want the automation to create a new account for the given Dealfront company that matches to your custom feed criteria.

If unselected, the automation will only take into account the companies already connected to an account within your CRM when creating a new opportunity or a task.

STEP 3: In the next phase, you'll decide if you want to create a new opportunity for the account that Leadfeeder company lead is connected to (or just newly created, if you chose to have the toggle on in the previous step).

If unselected, we will take only existing opportunities into account when creating the task.

STEP 4: In the final phase, you choose whether you want to create a task. Your choices here are dependent on whether you selected to create a new account and an opportunity, or you chose only to take into account existing accounts and opportunities.

In the example below, the user didn't choose to create a new account but wanted the automation to create a new opportunity.

Please note: The automation will only process every identified company once, please consider this when setting up automation for tasks.

STEP 5: After you have set up the desired rules, click Apply, then Add automation and finally Save.

This automation will now send matching companies from your custom feed to your CRM automatically!

STEP 2: First, define if you want the automation to create a new lead for the given Leadfeeder company that matches to your custom feed criteria.

If unselected, the automation will only take into account the leads already connected to a lead within your CRM when creating a task.

STEP 3: In the next phase, you'll decide if you want to create a new task for the lead that Leadfeeder identified company is connected to (or just newly created, if you chose to have the toggle on in the previous step).

Please note: The automation will only process every lead once, please consider this when setting up automation for tasks.

STEP 4: After you have set up the desired rules, click Apply, then Add automation and finally Save.

This automation will now send matching companies from your custom feed to your CRM automatically!

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Please note: When using automation to create accounts or leads in your CRM, each Leadfeeder company identified in the custom feed will prompt the chosen automation. This means that if one company is shown several times due to multiple locations the automation will create these as unique companies. Different locations are seen as unique companies by Leadfeeder but may appear as duplicates in your CRM.

Each identified company will be processed by "send to CRM" automation only once. That means if you have companies showing up in multiple custom feeds, only one of them will be processed. However, no ranking of custom feeds is possible to decide which automation will go first.

Do you have suggestions for us regarding our integrations, either Salesforce, or others? Let us know! Visit our suggestion forum and make your voice heard.

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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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