Once you've connected Dealfront to webCRM, it's very quick and simple to connect identified companies as often as you like.
Please note: This can only be done manually, automation is not possible.
STEP 1: Open your Web Visitors app and find an identified company you want to send to webCRM.
STEP 2: Click on Send visits. This will create a new lead in Web CRM. You can not update an existing lead in Web CRM. If you want to use automation please use Zapier.
Please note: We can not prevent duplicates for companies that you already have in webCRM.
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.