Custom Feed Automation and Sync/Matching Troubleshooting and FAQs
In this video, we will guide you through automating data insights from the custom feeds in Dealfront, making it easier to manage and organize your identified companies efficiently.
Video Transcript
Let us walk through how to automate the custom feed process in Dealfront to better manage your identified companies.
First, navigate to the 'Custom Feeds' section where you can create a new custom feed or select an existing one.
Once you've selected your custom feed, set up automation by clicking 'Create Automation' under the feed settings.
Now it is time to define what happens when a company matches your custom feed filters. You can, for example, send companies to your CRM, choose which person to assign an account to, add tags, or send notifications to Slack.
To avoid duplicate actions, each company matching your custom feed's criteria will be processed only once, even if it matches multiple feeds.
You can set the automation frequency to 'When new companies appear,' 'Daily,' or 'Weekly' based on your needs.
Now let’s address a few frequently asked questions about automating custom feeds. Q: Will the automation trigger as soon as the identified company hits one page?
A: Yes, the automation will trigger the first time the company matches the filters. 'Send to CRM' automation will only trigger once per company, with future visits synced automatically if enabled.
Q: Why did my automation for identified companies not work?
A: The companies must match the custom feed filter for the automation to work. If they don't, the automation won’t trigger.
Q: Which filters prevent automation from running properly?
A: Filters starting with 'CRM...' or requiring 'at least 2 visits' may delay automation. Opt for 'Daily' or 'Weekly' frequencies if using these filters.
That’s how you can automate your custom feeds in Dealfront and troubleshoot common issues. With automations you can ensure that you and your team never miss out on an important lead and that you are always updated when relevant leads visit your website. For more frequently asked questions you can visit our help center.
