Dealfront and Your CRM Data
By integrating webCRM 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 webCRM integration setup and can select automatic or manual connection.
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If you have a account with a Leadfeeder subscription then you can send website visit details about your identified companies from Leadfeeder, directly to your CRM, along with company details, deals and activity into your CRM.
Please note: A webCRM Plus or Enterprise license is required for this integration.
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 webCRM (under the CRM sub-heading).
STEP 4: You will be taken to our webCRM integrations page. This provides instructions on where within webCRM you need to go to connect the Dealfront account.
STEP 5: Login to webCRM if you aren't already and follow the instructions. 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 6: Once the sync is complete, you should see this screen indicating that a connection has been successful.
Congratulations! You've successfully integrated webCRM with Dealfront.
Customize the Information Sent to webCRM
You can customize what information is sent from Dealfront to webCRM when creating various entities. Find out more about this in our article on customizing the information sent to 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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