Integrate HubSpot with Dealfront

Please note: The parts of this article that refer to Leadfeeder and also Visit Activity are only applicable to accounts with a Leadfeeder subscription.

By integrating HubSpot with Dealfront, you can choose to push the Dealfront data we have about each connected company or contact directly into your CRM.

Your CRM data is your proprietary information. You have complete control over your HubSpot integration setup and can select automatic or manual connection.

-

You can directly transfer company details, deals and activity from Leadfeeder into your CRM.

In addition, once you integrate, you can send website visit details about your identified companies from Leadfeeder to HubSpot. This will provide extra context for your sales team around understanding intent and support their outreach efforts.

Please note: You will need to be a HubSpot Admin (or at least have write, read, update, append, and append to) privileges for the account you want to connect to Dealfront. Your user rights should not be limited by any field level or record security, or by any validation rule in your HubSpot.

STEP 1: Log in to Dealfront. If you don't have a Dealfront account, sign up here.
​
​STEP 2: Navigate to your Account settings by clicking on the gear ⚙️ icon at the top right of the app.

STEP 3: Select Overview under the Integrations heading. You will see all the integrations available to you. Click HubSpot (under the CRM sub-heading).

STEP 4: You will be taken to our HubSpot integrations page. Follow the directions below.
​
​Please note: Visit Information in #2 in the screenshot below is only for accounts with a Leadfeeder subscription or Platform subscription (Leadfeeder + Target). Target only subscriptions will not see the page visit options.

STEP 5: Login to HubSpot if you aren't already and choose the Company you wish to connect to. Follow the remaining steps from HubSpot.

STEP 6: After completing these steps your account will start to sync. Your initial sync can take several hours. The larger the account, the longer it will take.

STEP 7: Once the sync is complete, you should see this screen indicating that a connection has been successful. If you do not see 'Connected', please take a look at our article about explaining Troubleshooting Your CRM and how to solve any errors.

STEP 8: When you've completed the steps through Dealfront and the integration is syncing, please open your HubSpot account as we'll need to add some new fields.

Open a Company in HubSpot and scroll to the bottom of the About section - click on View all properties. Type "Dealfront" into the search box and hover over both "Latest Dealfront visit" and "View in Dealfront", click Add to your view for both.

Open a Deal in HubSpot and scroll to the bottom of the About section - click on View all properties. Type "Dealfront" into the search box and hover over both "Latest Dealfront visit" and "View in Dealfront", click Add to your view for both.

STEP 9: Congratulations! You've successfully integrated HubSpot with Dealfront. If you have a Leadfeeder subscription then make sure to have a read about how to send identified companies to your HubSpot CRM.

When you sync a company from Leadfeeder to HubSpot it appears in the company section within HubSpot. You will then need to edit your columns to show "View In Dealfront" and "Latest Dealfront Visit".

To edit the columns in HubSpot you will select "Edit columns" and search for "Dealfront" in the search bar and click enter. Next, you will select the two items that appear below the search bar which are "Latest Dealfront visit" and "View in Dealfront".

They will appear at the bottom of the list on the right hand side. You can drag them to the top of the list before selecting "Apply". This will allow you to see "View in Dealfront" and "Latest Dealfront visit" at the beginning of the column when viewing a company in HubSpot.
​

The view in HubSpot will show you a direct link back to that company in Leadfeeder within Dealfront.

Visit information is sent to HubSpot as a ‘Note’.

In HubSpot you can find Notes in the Activities tab when you open a given company. In the Note, you will see when the visit took place, along with the webpages they visited and the visit source.

The HubSpot Marketing integration is only applicable if you have a Leadfeeder subscription.

You can integrate the HubSpot marketing function alongside any other CRM Dealfront has native integration with. In that case, connect the other CRM to Dealfront first and then HubSpot second. This will give you all the “normal” features that come with CRM integration and in addition, your account will get the Hubspot marketing features:

Please note: The HubSpot marketing integration is a one way integration. We sync contacts from HubSpot when there is a new visit from a contact who has the HubSpot cookie present. When we identify this cookie, we ask HubSpot for that contact’s ID, when HubSpot provides this it enables us to match this visit to a specific person and identify them in Leadfeeder. That contact’s following visits will also be identified (unless the web visitor deletes the Hubspot cookie in their browser). With the HubSpot marketing integration we don’t send any data to HubSpot.
​

Removing the integration is a two-step process. Check out this article for detailed instructions on how to remove the integration and uninstall the application from your HubSpot account.

Choose another user who is both an admin of HubSpot and preferably Dealfront. You can then remove the HubSpot user who is not longer with your company and reconnect the Dealfront HubSpot integration.

You can customize what information is sent from Dealfront to HubSpot when creating various entities. Find out more about this in our article on customizing the information sent to your CRM.

If you're using Target with Hubspot CRM integration, you have access to our new iFrame integration (aka new company profile view) already. You have to enable the new company profile view by following the instructions given in this article.
​

This new iFrame provides you with a detailed company data through the updated Company Profile. With improved company and contact enrichment capabilities, the new company profile view leverages the value you get from your existing Hubspot CRM integration. It's easy to setup and reduces any configuration friction.
​
Learn more about the new Company Profile view and how to set it up in Hubspot here.

--

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.

RELATED: