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How to Update, Reconnect, or Remove Your CRM Integration
How to Update, Reconnect, or Remove Your CRM Integration
Paul Faure avatar
Written by Paul Faure
Updated over 8 months ago

1. Updating Your CRM Integration

To ensure optimal performance, always use the latest version of your CRM integration package. Check your integration settings to confirm if you have the most current package.

Steps to Update Your CRM Integration:

STEP 1: Your CRM administrator should uninstall the Dealfront package from your CRM installation. This will delete all of Dealfront's custom entities and any customisations made on top of it.
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STEP 2: After removal, your Dealfront integration settings should display "Disconnected." Click "Reconnect," and you will receive instructions for installing the updated package.
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Once the package is reinstalled, you will be using the most up-to-date version.

2. Reconnecting Your CRM Integration

If you receive an error notification in your integration settings and see a "Disconnected" status, you will need to reconnect your CRM integration.

Possible Reasons for Disconnection:

  • Changes in user privileges in Your CRM.

  • Changes in user settings for Dealfront.

  • Technical issues with the CRM API.

How to Reconnect Your CRM with Dealfront:

STEP 1: Navigate to your Account settings by clicking the gear ⚙️ icon at the top right of the app.

STEP 2: Under the Integrations heading, select your CRM type and click "Reconnect."
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STEP 3: You will see an error message with an option to click "Authorize."

Note: You need Admin rights for your CRM account to authorize the connection.

Upon clicking "Authorize," you will see one of two views:

  • This view if the Dealfront app is not connected to your CRM:

  • You see this screen if the app already exists in your CRM:

Dealfront will automatically sync your CRM integration after reconnecting.

3. Removing Your CRM from Dealfront

To completely remove the CRM integration from Dealfront, follow these two steps:

STEP 1: Log in to your Dealfront account with integration access rights. Navigate to Settings > Account > Integrations > CRM type. Click the "Remove" button and confirm the removal on the next page.

STEP 2: Finalize the removal from your CRM account:

CRM Account Steps:

  • Log in to your CRM account with admin rights and click the gear icon at the top-right corner.

  • Go to Integrations > Connected Apps, find Dealfront (or Leadfeeder for older integrations).

  • Under the Actions dropdown, click "Uninstall" and follow the steps.

To archive custom properties created as part of the integration:

  1. Navigate to Properties under the Data Management heading in the left-hand menu.

  2. Under the "Select an object" dropdown, choose "Company properties."

  3. Search for Dealfront (or Leadfeeder) and select any available custom fields.

  4. Click "Archive."

Repeat these steps for Deal properties.

Note: Removing the app from your CRM account will disable the Dealfront integration. However, objects such as companies, tasks, deals, or notes created by Dealfront will not be affected.

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