Dealfront Connect can be integrated as an iFrame in many different ways, such as into websites, web applications, and numerous software products like CRM or ERP systems.
If your integration doesn't seem to be working or is displaying errors, checkout the troubleshooting ideas below, one of these may be the cause of your issue.
If you're trying to integrate the Connect iFrame into your CRM you need to be using the same email address in both your CRM and the Dealfront integration.
The connection between your CRM and Dealfront is based on third-party cookies - these need to be enabled. In Chrome you can find this under the Privacy and security settings.
Please note: If you do not want to enable third party cookies en masse, you can forbid them in your browser settings but allow the URL of CRM where the Connect iFrame is as an exception. This can be tricky to get right.Make sure you're using the latest version of a modern browser.
When you're in the iFrame, always add a company name into the search input box. If you perform an empty search it will return an error.
Do not include special characters in the search input box, this will return an error. To perform a successful search, instead of typing in, for example, “juta” use just juta, without the quotation marks.
–
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 ARTICLES: