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Integrate Pipedrive with Dealfront

How to integrate Pipedrive with Dealfront

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

Please note: The parts of this article that refer to Leadfeeder and also Visit Activity are only applicable to accounts with a Web Visitors Identification (WVI) Solution subscription.

Dealfront and Your CRM Data

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

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You can directly transfer company details, deals and activity from Leadfeeder into your CRM.

In addition, once you integrate, you can send website visit details about your identified companies from Leadfeeder to Pipedrive. This will provide extra context for your sales team around understanding intent and support their outreach efforts. 

Please note: You will need to be a Pipedrive Admin (or at least have write, read, update, append, and append to) privileges for the account you want to connect to Dealfront. Your user rights should not be limited by any field level or record security, or by any validation rule in your Pipedrive.

STEP 1: Log in to Dealfront. If you don't have a Dealfront account, sign up here.

STEP 2: Navigate to your Account settings by clicking on the gear ⚙️ icon at the top right of the app.

STEP 3: Select Overview under the Integrations heading. You will see all the integrations available to you. Click Pipedrive (under the CRM sub-heading).

STEP 4: You will be taken to our Pipedrive integrations page. Follow the instructions there.

Please note: Visit Information in #2 in the screenshot below is only for accounts with a Web Visitors Identification (WVI) Solution subscription or Web Visitors Identification (WVI) Solution + Sales Intelligence (SI) Solution subscription. SI only subscriptions will not see the page visit options.

If it applies to you then be sure to make a selection and select Continue.

STEP 5: Login to Pipedrive if you aren't already and Select Allow and Install to connect the apps.

STEP 6: After completing these steps your account will start to sync. Your initial sync can take several hours. The larger the account, the longer it will take.

STEP 7: Once the sync is complete, you should see this screen indicating that a connection has been successful. If you do not see 'Connected', please take a look at our article about explaining the Pipedrive Integration Connection Statuses and how to solve any errors.

Congratulations! You've successfully integrated Pipedrive with Dealfront.

Where Can I See My Leadfeeder Data in Pipedrive?

Visit information is sent to Pipedrive as a ‘Note’. Notes can be found in a couple of places within Pipedrive, including Organizations and Deals.

Dealfront will automatically create a Note in Pipedrive with all the company's visit history, once it has been connected.

You can expand the note to view the full details. In the Note, you will see when the visit took place, along with the webpages they visited and the visit source. There's also a link to Dealfront which will take you to this organisation's visit in the Leadfeeder app.

Customize the Information Sent to Pipedrive

You can customize what information is sent from Dealfront to Pipedrive when creating various entities. Find out more about this in our article on customizing the information sent to your CRM.

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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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