How to Automate the Custom Feed Process

When you create a custom feed, you can set up an automation for it: this allows you to define which action should happen when a company matches with the custom feed’s filters. You can, for example, send these companies to your CRM.

In order to avoid duplicate actions, every company that matches your custom feed's criteria after automation is launched will be processed only once. This applies also in the case that the given company matches multiple custom feeds’ criteria - it will be processed only once.

You can manage all of your automations from Settings on the Account tab, under the Automation heading in the side bar.

If required, you can pause an automation by clicking Edit and then on the next screen, the Pause button.

1) When new companies appear

This frequency means that the automation will be executed once after the automation is set up and the company visits your website for the first time from that automation setup. The timeframe for executing this automation is until the next automation runs, a minimum of 1 hour.

Please note that the "Send to CRM" won't be executed if it was executed already once in the past for that given company, eg. in old automation that was set up and later canceled.

2) Daily

This frequency executes the automation every morning at 9am in the time zone that you have set in your Dealfront settings.

3) Weekly

This frequency executes the automation every Monday at 9 am in the time zone that you have set in your Dealfront settings.

📌 Pro Tip: When using automation to 'tag' or use the 'assign' function you also have the option to make this automation retroactive! Set up the automation and select if you want it to apply to past companies and the time frame.

It is important to remember the frequency when setting up the filters for Custom feeds. For example, if you set up automation with a “when new companies appear” frequency, this might not work well with filters like “at least 2+ visits” as there might be not enough time to have 2+ visits between two automation execution which is the minimum one hour.

The same applies to filters “CRM is/contains/is not …”. Since the “when new companies appear” frequency applies to net new companies in Leadfeeder, there might not be enough time for the new company to for example set up a new CRM owner in your CRM. In these cases is always advisable to choose the daily or weekly filters.

Please note: When using Google Ads data as a filter, only Frequency Daily or Weekly can be used as Google Ads data is processed only once a day.

Automations were built to help you with actions regarding your Leadfeeder identified companies. When you are more interested in the visits of those companies and want to automate sharing information around them, then you would use Send to Slack or built-in automated notices about visits in your CRM integrations.

Leadfeeder automation will help you get information that a company has arrived (Send to Slack or share via email), who in your company should take care of this (Assign), send it to your CRM (eg. Send to Salesforce), or organise it neatly in your Leadfeeder tool with tags (Add tag). It is, however, not meant to build workflows in Leadfeeder by adding tags to companies in one custom feed to move them into another custom feed where they will get tagged again and then moved to yet another custom feed from which it will be sent to CRM and assigned to somebody.

To avoid confusion, here’s a quick breakdown of how Email Automations and Email Notifications differ in Leadfeeder:

--

Questions, comments, feedback? Please let us know by contacting our support team via live chat or by sending us an email at support@dealfront.com.

RELATED: