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Connect Your CRM to Dealfront
Connect Your CRM to Dealfront

How do I connect my CRM to Dealfront?

Tamar Keenan avatar
Written by Tamar Keenan
Updated over a week ago

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.

To ensure you make the most of your data, we offer a few native CRM integrations at Dealfront:

Dealfront and Your CRM Data

By integrating your CRM 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 CRM integration setup and can select automatic or manual connection.

How Does Native CRM Integration Help?

You can start your day by seeing all the companies who visited your site right in your CRM.

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.

How to Connect Your CRM to Dealfront

STEP 1: Log in to Dealfront and head to the integrations dashboard. Select which account 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 directions 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.

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 favourite 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.

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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