Q: How does Dealfront match identified companies to CRM entities?
A: We match companies identified in Web Visitors with CRM entities, like organizations and companies, based on the name and website address (domain or subdomain). We use the name of the company that is stored in our database, but if you have renamed a company, we use the name that is visible in your account to match that company.
Q: Why isn't Dealfront finding this company to match within my CRM, I know it's there.
A: Try using the search to help find the company in your CRM. Sometimes an entry may be made using a shortened name, main contact name, or even just misspelt! We won't match automatically unless we are sure.
Alternatively, is the entry in your CRM brand new? At times the sync between Dealfront and your CRM may not be as fast as you. If you have Dealfront Admin permissions, you can 're-sync' your CRM from within the Dealfront CRM settings. This can take minutes or hours, depending on the amount of information in your CRM, occasionally waiting it out is just as effective.
Q: Why isn't Dealfront finding the right person I want to assign to the identified company?
A: Has the user been invited to Dealfront and accepted the invitation? If so and they still aren't showing up in the dropdown, try refreshing your cache.
Alternatively, is the user you are assigning to new? It may be a similar issue as above and you are faster than the sync! If you have Dealront Admin permissions you can 're-sync' your CRM from within the Dealfront CRM settings. This can take minutes or hours depending on the amount of information in your CRM. If you do re-sync don't forget to refresh the next time you are looking!
Q: I set up automation on my custom feeds to send to my CRM, why didn't it send the ones I already had?
A: Automations such as 'send to CRM', are triggered when a company is first identified by Dealfront. We don’t retroactively sync CRM data from Dealfront to your CRM. You will need to send any that came in before you set up your automations manually, but from the time you set them up, you will see the automation apply!
Q: Can I connect with multiple CRMs or CRM accounts?
A: No, we can only support one CRM per Dealfront account. However, you may find options to connect another with our Zapier integration if needed.
Q: Where are all of the page visits in my CRM? I have it set up to send them.
A: In many CRMs, there are multiple levels related to accounts or leads. We don't send visit data to every level. Visit details will typically appear in the 'Notes' section of some CRMs and on the 'Account' level of others, such as Salesforce. Visits are not shared with every lead, activity, or opportunity.
Q: Where do I set up an alert for every visit in my CRM?
A: While you can set up a number of different automations and notifications in Dealfront, we can't send an alert to you or your CRM for every visit. The page visits are sent in batches and not in real-time.
Q: How often do you send visits to my CRM?
A: For already connected identified companies, visits update once a day, around 6 AM on your account's timezone.
Q: When will my identified company visits show in my CRM?
A: From the time we registered and processed the visit, it will usually take about an hour for a visit to appear in your CRM, if the visit happened during an account's working hours (6AM-6PM account local time, or UTC if timezone not specified). If the visit happens outside these working hours, it will wait until the morning and send it then. A good rule would be to expect the visits the next day!
Q: How often are identified companies matched with my CRM?
A: Company matching occurs during the same process as general CRM data sync, so once a day, as well as within 10 minutes when new identified companies appear. It can be forced by initiating a manual sync if you need the information sooner, however, these syncs can take minutes to hours.
Q: Why is Dealfront creating duplicates in my CRM?
A: When using automation to create opportunities, accounts, or leads, each Dealfront 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 opportunities, accounts, or leads. Different locations are seen as unique companies by Dealfront, but may appear as duplicates in your CRM.
Duplicates may also be created in the case of having automations set in feeds where a single company meets the criteria for several feeds. For example, if a custom feed looks for companies in the US and a separate custom feed looks for companies in the print industry, a company that visits and is in the US and the print industry may appear in BOTH custom feeds. If automations are set up for BOTH of those feeds a duplicate may be created in your CRM.
Q: I have Zoho but my domain is not .com, .eu, .in and .com.au, how do I add another?
A: Our Zoho integration can only work with .com, .eu, .in and .com.au domains at the moment. You can try to connect via Zapier if that is an option for you. You can also suggest your domain on our feature request portal.
Q: My Zoho integration seems broken
A: Zoho is dropping support for their v1 API (see announcement here). If you are using V1 you will need to update your Zoho integration to use their v2 API, otherwise your integration will stop working on December 31, 2019. Updating is easy, you just need to go to your Zoho integration settings page in Dealfront, click on Reconnect, and follow the instructions on the screen.
Q: Why can't I remove the integration in Dealfront?
A: Once you have clicked Remove in your integration settings the removal begins to process. Depending on the size of the integration (number of linked accounts etc) the full removal could take minutes or hours.
If you do not see the integration removed within 24 hours please contact support via live chat or by sending an email to email@example.com.
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.