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 update the Dealfront package from your CRM installation.
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STEP 2: After clicking on "Please update", follow the instructions from the CRM system.

Please note that the package upgrade is required only for CRMs Salesforce and Microsoft Dynamics.
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Once the package is upgraded, you will be using the most up-to-date version.

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:

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.

Follow the necessary steps outlined by your CRM system. Once everything is properly configured, the sync process will begin automatically.

Dealfront will automatically sync your CRM integration after reconnecting.

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. Click the "Remove" button and confirm the removal on the next page.

STEP 2: Finalize the removal from your CRM account:

You can now proceed with removing any apps from your CRM system that were configured as part of the integration.

Please note that removing the app from your CRM will also delete any associated customizations, fields, and views that were set up during the installation.

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