Once you've connected Dealfront to Pipedrive, it's very quick and simple to connect identified companies to Pipedrive as often as you like. You can also create new Pipedrive deals from inside Leadfeeder.

It is recommended to link as many relevant companies as possible to Pipedrive, because Leadfeeder automatically creates a new note for that organisation in Pipedrive every time the company re-visits your website.

Quick Links:

STEP 1: When you see a company of interest in Leadfeeder, you can send it to Pipedrive it as an Organization or Lead, depending on your preference.

See STEP 2a for connecting as an Organization and STEP 2b for connecting as a Lead.

STEP 2a: If you want to connect a Leadfeeder identified company to a Pipedrive Organization, use the action bar at the top or the CRM section in company details.

You can either choose to Create a new organization in Pipedrive or Connect to an existing organization. When sending a Leadfeeder company as an Organization, you can also send existing visits to Pipedrive as notes. You can also choose the owner.

Once the Organization is connected you can create a New deal, New activity or New lead in the Leadfeeder interface.

STEP 2b: If you want to connect a Leadfeeder company to Pipedrive as a Lead, go to the Contacts section to find the contact you want to create a lead for.

Click on the Add as lead button to create a lead in Pipedrive for the relevant contact.

Instead of sending companies to Pipedrive manually, you can create a custom feed and set up automation to matching companies to your CRM automatically.

This automation relates to four Pipedrive records: organizations, leads, deals, and activities.

STEP 1: Get started in a custom feed by choosing you automation Action to be Send to Pipedrive, then click Configure.

STEP 2: In the next stage, you define the configuration of the automation.

Create Organization

Choose if a new Organization will be created if the company is not found in your CRM.

If unselected, the automation will only take into account the companies already connected to an Organization within your CRM when creating a new deal or an activity.

Deal

In the next phase, you'll decide if you want to create a new deal for the Organization that Leadfeeder company is connected to (or just newly created, if you chose to have the toggle on in the previous step).

If unselected, we will take only existing deals into account when creating the activity.

Activity

In the final phase, you choose whether you want to create activity.

Please notice that the choices in this section are dependent on your earlier selection of creating a new Organization and a deal or alternatively choosing to only take into account existing Organization and deals.

In the example below, the user didn't choose to create a new Organization but wanted the automation to create a new deal.

STEP 3: After you have set up the necessary rules, click Apply, then Add automation, and finally Save Feed.

This automation will now send matching companies from your custom feed to your CRM automatically.

Please note: Different locations are seen as unique companies by Leadfeeder. When using automation to create Organizations, each Leadfeeder company identified in the custom feed will prompt the chosen automation. This means that if one company is shown as an identified company several times due to multiple locations, the automation will create these as unique Organizations.

Duplicates may also occur in the case of having automations set in feeds where a single company may meet the criteria for several feeds. For example, if one custom feed looks for companies in the US and another custom feed looks for companies in the print industry, a company that visits and is in the US and the print industry may appear in BOTH custom feeds. If automations are set up for BOTH of those feeds a duplicate may be created in your CRM

Connecting an identified company in Leadfeeder to an existing Organization (or new Organization) in Pipedrive means that whenever that company re-visits your website the details of their visit will show up in Pipedrive automatically.

The screenshot below shows how Dealfront automatically creates a note in Pipedrive after a company re-visits your website. Dealfront will automatically create a note in Pipedrive with all the company's history visits after the user initially connects it to Pipedrive.

You can also find a link to Leadfeeder as a custom field where you can see all the information related to this organisation back in the Leadfeeder interface.

If you have a Deal for that Organization you will automatically see the visit note in both Deal and Organization.

--

Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at [email protected].

RELATED:

ACADEMY COURSES: