If you're using Sales Intelligence with Pipedrive CRM integration, you have access to our new iFrame integration (aka new company profile view) already. You have to enable the new company profile view by following the instructions given in this article.
This new iFrame provides you with a detailed company data through the updated Company Profile. With improved company and contact enrichment capabilities, the new company profile view leverages the value you get from your existing Pipedrive CRM integration. It's easy to setup and reduces any configuration friction.
If You Already Have Pipedrive Integrated: You will automatically have the new iFrame functionality available. Just follow the instructions given below in this article to set it up in seconds and multifold the value you get from your CRM integration.
If You Don't Have Pipedrive Integrated Yet or You Are New To The Platform: You'll need to enable Pipedrive integration first to access the new company profile view. Please follow this help article to find instructions to integrate your Pipedrive CRM with Dealfront.
Why Should You Switch To The New Company Profile View?
Streamlined Prospecting for Marketing and Sales Teams: Marketing and sales leaders often create prospect lists based on Ideal Customer Profile (ICP) criteria and assign these lists to sales teams via the CRM. With the new company profile view, sales representatives can access comprehensive company data directly within the CRM without switching between apps. This includes identifying the right contact person, viewing recent company events to use as conversation starters, and getting a complete view of the prospect. This integrated approach eliminates the need to manually search through various sources, saving time and providing immediate insights.
Optimizing Contact Data Management Add new contacts to your CRM and enrich existing company and contacts. This approach helps maintain a clean CRM and reduces the ongoing effort required to keep information updated.
Enhancing Existing CRM Records: All native integrations primarily focuses on pushing new data into the CRM to create records. Add a new company profile capability to it to enrich existing CRM records with up-to-date information. This allows marketing and sales teams to supplement current records with relevant details, ensuring that their data is always current and actionable.
Let's Get Started!
If you're using Pipedrive CRM integration already, you can access the new Company Profile directly from the CRM's organization view. This means:
You can enrich company and contact data that is already connected to your CRM.
Enrichment fields are dynamically pulled based on your account's configuration settings (Outgoing Field Mapping).
You can also add new contacts to your CRM directly from the iFrame window.
How to Access the New Company Profile View in Your Pipedrive CRM?
Open your Pipedrive account and access marketplace from the left menu.
Search for “Dealfront” and click on it:
Proceed by clicking on “Authorize”
Users with Global admin rights will be able to make available the app for:
Either "All users"
Or "Specific users"
This feature is particularly useful for scenarios where admins want to limit access to the Company Profile view to specific users.
If a user lacks the necessary access rights, the following message will appear and the installation will only be possible for that specific user:
You also have the option to send notifications to users via email:
Well done enabling the new Company Profile view! Now, let’s explore how you can maximize its potential to significantly enhance the value of your Pipedrive CRM integration.
How To Use The New Company Profile View?
Open a specific CRM Organization and then click on the “...” on the top right corner. Then click on Open Dealfront
The company profile will open as a modal window ☝️
If your user has access to more than one Dealfront account you will get the account selector.
If not, user will get immediate access to the Company Profile
How to Enrich Your CRM Data?
In today’s data-driven world, having accurate and complete information about your leads and customers is key to successful sales and marketing strategies. Data enrichment is all about improving your existing data by adding useful insights and context, helping you make better decisions and connect more effectively.
The fields eligible for enrichment, along with details on how to enrich a company or contact through the new company profile, can be found in the following help article.
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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.