Working with your CRM

CRM integration settings, lead automation, and top tips.

a short course by Andy Culligan and Mike Dry

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Course Overview

In this course with Mike Dry and Andy Culligan you will learn how best to use Leadfeeder with your CRM. Leadfeeder integrates directly and natively with all major CRM products including Pipedrive, Salesforce, Zoho, Web CRM, and Hubspot.

While some terminology differs between the products Leadfeeder (example “deal” vs. “opportunity”) the functionality is largely similar. This means that whichever CRM you are using you can benefit from a full two-way sync between Leadfeeder and your CRM.

This course will teach you how to set up the basic integration settings you require to get started. You will also learn how to view CRM info in Leadfeeder and how to send leads and opportunities directly to your CRM. The course is concluded with some pro tips on how to make best use of the intelligence Leadfeeder provides you in your CRM.


Course Modules

1. Leadfeeder and your CRM
How to set up and use Leadfeeder with your CRM.
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3 min 59 sec
2. CRM integration settings
Verify and change synchronization settings.
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2 min 05 sec
3. Sending individual leads
How to manually send single leads to your CRM.
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1 min 20 sec
4. Sending multiple leads
How to send leads to your CRM in bulk.
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1 min 53 sec
5. Pro tips for CRM users
Advanced strategies for using Leadfeeder with your CRM.
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9 min 31 sec
6. Leadfeeder functionality inside Salesforce
In this video, Andy walks you through Leadfeeder data that you'll see in Salesforce after you integrate it.
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7 min 35 sec
7. Getting the most from the salesforce integration
In this video you'll find out how to make the most of the leadfeeder salesforce integration
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6 min 53 sec
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What You'll Learn

Your customer relationship manager, or CRM, is an excellent tool to help your business grow. But it only works if it has leads for your sales team to follow.

Unfortunately, CRM software isn’t designed to generate leads for your business.

Here’s the good news:

Lead generation tools like Leadfeeder integrate directly with major CRM software for a seamless experience.

This course will teach you how to integrate Leadfeeder with your CRM to get the most out of both tools.

If you’re just getting started, make sure you’re familiar with the Leadfeeder basics before continuing.

This course includes seven short video tutorials that teach you how to use Leadfeeder with your CRM to save time, sync data, and close more deals.

Lesson 1: Leadfeeder and your CRM

Leadfeeder includes native integration to all major CRM software.

When you connect a CRM, you unlock new functionality in Leadfeeder that lets you create tasks and comments for individual leads. In this lesson, you’ll learn how to integrate Leadfeeder with your CRM.

Lesson 2: CRM integration settings

Leadfeeder automatically syncs data with your CRM after integration.

In this lesson, you’ll learn how to use your settings to view your last data sync and customize which data is shared between your CRM and Leadfeeder.

We’ll also cover how to trigger a manual sync and ensure your connection is working correctly.

Lesson 3: Sending individual leads

You can manually send leads from Leadfeeder to your CRM.

In this lesson, you’ll learn how to check if a lead in Leadfeeder has already been sent to your CRM. We’ll then teach you how to send over an individual lead manually and create a new task or opportunity.

Lesson 4: Sending multiple leads

Leadfeeder can automatically send multiple leads to your CRM.

In this lesson, you’ll learn how to configure your feeds to automatically send leads to your CRM in bulk. You can use the same process for tasks created in Leadfeeder.

Lesson 5: Pro tips for CRM users

In this lesson, we’ll share our top time-saving tips for syncing data between Leadfeeder and your CRM.

You’ll learn how to filter leads to help you set the correct owner in your CRM and place the lead in the right pipeline stage.

We’ll also show you how to create custom feeds for each team member so you can track your team’s overall performance.

Lesson 6: Leadfeeder functionality inside Salesforce

This lesson covers functionality for users who are specifically integrating Leadfeeder with Salesforce.

Leadfeeder collects and shares marketing data, including website activity tracking and landing page engagement. We’ll show you where you can find Leadfeeder data in Salesforce.

Lesson 7: Getting the most from Salesforce integration

Leadfeeder comes with a powerful integration to Salesforce.

In this lesson, you’ll learn how to identify your team’s activity in Leadfeeder and share it with Salesforce.

You’ll also learn how to use your leads’ website activity to identify priority accounts that are more likely to close.

Get started on maximizing Leadfeeder with CRM integration

Integrating Leadfeeder with your CRM saves you time by seamlessly syncing leads, tasks, and opportunities.

With Leadfeeder, you can use marketing data and website activity to identify potential leads and add them to your sales pipeline.

With proper setup, you can also share Leadfeeder’s valuable marketing insights to your CRM.

Marketing insights help your team identify the opportunities most likely to close so they can focus their time on the most important deals.

Your sales team can only be as good as its pipeline. Although your CRM helps you manage customer interactions and data, you still need to bring in new leads to grow your business.

Follow along with this video course and learn how to connect Leadfeeder to your CRM so you can get started on growing the top of your sales funnel.

Put what you've learnt into action

Install today to start identifying new business opportunities.


See for yourself

As seen in:

Forbes
Entrepreneur Magazine
Fox
Mashable