CRMs are the backbone of most sales teams — they are where you track leads, keep track of customers, and stay on top of all communications.
Dealfront and Your CRM Data
By integrating your CRM with Dealfront, you can:
Identify companies that already exist in your CRM (all products).
Include or exclude companies already present in your CRM (all products).
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 CRM integration setup and can select automatic or manual connection.
How to Connect Your CRM to Dealfront
STEP 1: Log in to Dealfront and head to the integrations overview. Select which CRM you want to integrate.
You'll see a full list of all the integrations we natively support.
STEP 2: Choose your CRM from the integrations list under CRM.
STEP 3: Follow the specific instructions for your chosen CRM.
Once you select your CRM from the list, you'll be provided with step by step instructions for integration. Make sure you have access to your CRM to import the required information.
📌 Pro tip: To connect Dealfront with your CRM, the CRM admin needs to have full admin rights in Dealfront as well.
How Does Native CRM Integration Help?
You can start your day by:
Seeing all the companies who visited your site right in your CRM with Leadfeeder
Pushing all the available data & insights to enrich your companies and contacts from Connect to your CRM
Building a list in Target excluding the one existing in your CRM to focus on new opportunities
Integration makes it easier for sales and marketing teams to share data. It also makes it easier to dive deeper into data to better understand what types of customers visit your website — and what they do once they get there.
To ensure you make the most of your data, we offer a few native CRM integrations at Dealfront:
Want to integrate with even more of your tech stack? Head back to the integrations list to connect Dealfront with email marketing, automation, and analytics tools.
Don't see your favorite tools on our integration list? You may be able to use Zapier to connect with other applications. Or, feel free to submit it to our feature request portal.
CRM Integration Access Rights:
We provide enhanced access controls within our customer accounts to ensure greater flexibility and security in CRM operations. These permissions empower you to manage whether users can push individual or bulk companies and contacts to the CRM.
You can configure four (4) specific access rights, which define user permissions for CRM actions:
Allow adding individual contacts to the CRM
Allow adding individual companies to the CRM
Allow bulk actions for contacts in the CRM
Allow bulk actions for companies in the CRM
To enable these refined permissions for users, navigate to User Management > Select the User > Click Access > Find the Account > Integrations > Adjust the Access Rights as needed (see screenshots):
Having trouble integrating your CRM? Check out this CRM FAQ section for troubleshooting help, or reach out to our support team.
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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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