If you have either Salesforce, HubSpot, Pipedrive, Zoho, or Dynamics integration, it is possible to customize what information is sent from Leadfeeder to the CRM when creating various CRM entities from Leadfeeder. The entities that can be customized differ depending on which CRM you are using. Accounts/Organisations/Companies (the name depends on the CRM) are always connected, all the other ones can be switched on or off.
Please note that you can't use the customization to send visits to CRM or add information to already created entities in the CRM!
Here’s how to select the information being sent from Leadfeeder to your CRM
STEP 1: Start within Leadfeeder and navigate to your settings by first clicking Personal settings.
STEP 2: In the next view, click Account and then your connected CRM on the left hand side of the view.
STEP 3: In your integration settings under the Customization tab you will see the Sync settings section:
When one of the sections is expanded, you will see a table similar to this:
By default, the table is populated with the standard fields we send to entities of that type (for some entities, it is empty by default).
You can also add custom fields for entities by selecting a source and destination field at the bottom of the table, and clicking the Add button.
If you have a validation in your CRM that requires a field to have a value (and in case Leadfeeder doesn’t have the data for a particular field), you can edit the field and set a default value:
It’s also possible to send a hard-coded value to a certain CRM field. In that case, it is enough to select the “source” dropdown as earlier, type a custom value, and press enter:
After that, select a destination field as usual, and click Add to create the field mapping.
Each Leadfeeder field should have a destination field selected. The list of destination fields includes both standard and custom CRM fields for that entity type, and is synced daily. If the field was added recently and the field isn’t listed, you can manually trigger a sync from CRM integration settings in Leadfeeder.
If you wish to stop sending a certain field to your CRM, you can either click Delete on that row, or click the switch on the left side of the row to disable that field:
Please remember that you can send data to only certain types of CRM destination fields. These includes:
Types allowed for Zoho:
*int(eger) is a number without a fractional component
*double/float is a number that can have a fractional component (edited)
NOTE: You can use this customization of information only for newly created entities from Leadfeeder leads in your CRM. It will not delete and/or update information about already created entities in your CRM and it will not backfill information retroactively.
As always, if you need extra help or have questions, contact us via live chat or email@example.com.