When you integrate Salesforce with Dealfront you have a number of different options regarding default fields and customizations for your Salesforce instance. Detailed instructions on how to set up your integration are available in these articles:
The lists below give the data points that you have available for these customizations and syncs, but make sure to go through our other Salesforce resources to get a full view of this powerful integration!
Please remember that you can send Leadfeeder identified companies to your Salesforce synced entities without needing to create new entities in Salesforce. Just switch on "Send visits to Salesforce for automatically connected companies" in your Dealfront settings. To find this, navigate your User Settings > Account > Salesforce.
You will see the note as in the screenshot below about previously connected companies - choose which option suits you best.
Please note: If you have some data points already in Salesforce, Dealfront won't override those fields with its own data except when it comes to the fields Leadfeeder Link and Latest Website Visit. Dealfront syncs data from your Salesforce CRM once a day.
We can send the following elements to Salesforce:
Latest Leadfeeder visit
View in Leadfeeder link
Link to Leadfeeder
Customization available in the main integration settings:
Send visits (including page-views) for Manually Connected companies
Send visits (including page-views) for Automatically Connected companies
Send lead Comments
Default Task Status
Default Task Priority
Default Opportunity Pipeline/Stage
Default Opportunity Name
Default Lead First Name
Default Lead Last Name
Fields that are available to be set when creating a Dealfront company as a Salesforce account:
Number of employees
Fields that are available to be set when creating a Dealfront company as a Salesforce lead:
Number of Employees
Please note: Website URL, number of employees, industry, account source, and description of the company will not always be sent, you may see it for companies where the information was available in the past from LinkedIn, however, it is not available for all companies.
These are the records that are allowed to be synced between Salesforce and Dealfront. Tasks are dependent on leads and opportunities.
Automate company matching with CRM
Company creation in Salesforce can be automated by using feed automation. A number of configuration options are available to adapt them based on your business requirements.
When connecting a company manually to send to Salesforce you have the ability to configure them. The fields below are the options available to send to Salesforce.
Connect as an Account
Connect to an existing account
Create a New account
Connect as a Lead
Connect to an existing Lead
Company or Person Name
Create a New Lead
Lead Contact Name
Lead Contact Title
Lead Contact Email
New visits are sent (including pageviews) automatically
Send existing visits (including pageviews)
Send existing Leadfeeder company comments as a note to Salesforce
Please note: If a Leadfeeder company is connected with as an Account as well as a Lead, we will only update the visits to the Salesforce Account.
Once companies are connected you have the ability to create and send:
Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at firstname.lastname@example.org.