With Dealfront's Google Looker Studio connector (formerly Google Data Studio or 'GDS') you can visualise Dealfront's data easily. You can read more about the reporting options here.
You can already create an API key, you will need it later on when setting up the connectors (more information on STEP 4).
You can trial Dealfront's Looker Studio connector add-on for free for 14 days.
Please Note: While the company rebrand is underway you may see the names 'Dealfront' and 'Leadfeeder' used interchangeably.
Here's how to get started:
STEP 1: Navigate to your Account Settings > Integrations > Overview. Select Looker Studio.
STEP 2: The Looker Studio connector view will instruct you to access your trial for the connector, in case you already didn't have it.
When you've set up the requirements, you can click on Set up connection.
NOTE: Alternatively search for the Dealfront connector from the Looker Studio gallery and click Create Data Source or just use this link.
STEP 3: When accessing the connector, first click on Authorize to follow Google's authentication flow.
STEP 4: In the next step you are required to fill in your Dealfront API key.
The API key can be found in your Dealfront personal settings by accessing https://app.dealfront.com/l/settings/personal/api-tokens while logged in to Dealfront. Copy the API key there and click on Submit.
STEP 5: Now you finally get to choose which data to include.
Under Dealfront website select the account you want to access. The websites (aka Dealfront accounts) are the ones that your Dealfront user has access to via the API key.
Custom feed id: this is optional but highly recommended. By having the custom feed the captures only relevant companies to your criteria, you have already more targeted data set to play with in Looker Studio's end. Click on Edit on your custom feed to get access to the feed's id on the bottom of the edit view. Here are more instructions how to find custom feed's id.
If you want to leverage a sample report to get inspiration what to use the data for, enable Use report template for new reports
NOTE: If you are having issues selecting the Dealfront website, please try going to https://lookerstudio.google.com/u/0/datasources/create, and clicking three dots and Revoke access on Dealfront connector menu. Also, when having issues, please check you have logged in with correct user account to Looker Studio.
STEP 6: After filling the 3 parameters, click on Connect. You'll be taken to a view where the connector's parameters are shown. Click on Create report on that stage to be able to plug the report on a new report.
NOTE: After you've added a connector to a new report, it'll be also available in your Data Source in whatever Looker Studio report you have edit rights.
STEP 7: Start creating the report. In case you confront errors, please make sure you completed steps 1 and 2 of this article to enable the Connector add-on for your Dealfront.
NOTE: If you get an error "Unknown data source", please click Edit data source, then Edit connection and reconnect it. You can read more about this on Google's support thread here.
The following fields are available in Looker Studio:
Leads
Visits
Pageviews
Lead ID
Lead name
Lead Industry
Lead Country
Lead City
Lead Region
Lead website URL
Visit ID
Visit Started Date
URL
Time on Page
Source
Medium
Campaign
Keyword
Company business ID
Employee count
Email of User assigned to Lead
Lead sent to an email
List of Lead tags comma separated
CRM Lead ID
CRM organization ID
Link to lead within WebVisitors app
Revenue (Value)
Revenue (Currency)
Quality
Dealfront Visitor ID
Google Analytics clientID
NOTE:
Google's Looker Studio and the Dealfront Connector currently only supports up to 100 visits for each individual lead. If your data set is much larger remember that this is a sampling.
Q: What to do when Looker Studio shows the Dealfront API token as invalid?
If you experience this problem, please try revoking access from data source create view. You can find it here:
Then connect Looker Studio again as described above.
--
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: