By integrating Pipedrive with Dealfront, you can directly transfer company details, deals and activity into your CRM.
In addition, once you integrate, you can send website visit details about your identified companies from Web Visitors 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. Choose whether or not you want Dealfront to send the latest visit information directly.
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.
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.