How to set up getfrontier crm?

install getfronter chrome extension

To begin setting up GetFrontier CRM, you must first install the Chrome extension from the official website. Navigate to getfrontier.co and locate the download button for the browser plugin. Once installed, authenticate your account by linking your existing CRM data or creating a new profile within the extension interface. This initial step ensures that your outreach automation tools are properly synchronized with your browser environment, allowing seamless integration with LinkedIn and other professional networks. The extension acts as a bridge between your daily browsing activities and the broader GetFrontier ecosystem, enabling real-time data capture and management directly from your browser window.

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After installation, configure your outreach settings by defining your target audience parameters and email templates within the dashboard. You can customize multi-sender configurations to distribute your campaigns across multiple email accounts, reducing the risk of spam flags and improving deliverability rates. It is crucial to verify that all connected accounts are active and that your LinkedIn profile meets the necessary compliance standards for automated engagement. Finally, test your setup by running a small pilot campaign to monitor performance metrics and adjust your strategy accordingly. This methodical approach ensures a smooth transition into using GetFrontier for scaling your revenue team’s outbound efforts effectively.

connect salesforce or hubspot

To connect Salesforce or HubSpot with GetFrontier, open the integrations area in settings, choose your CRM, and authorize it using an administrator account with required object permissions. Then select which records should sync and map the fields that matter for your revenue team. Decide whether outreach activity should write back to the CRM, whether CRM updates should refresh GetFrontier segments, and which owner rules apply when multiple reps share an account. Before enabling the full connection, run a small test with a limited segment and inspect previewed records for accuracy.

After the initial authorization, map LinkedIn and email touchpoints to CRM tasks or activities, define deduplication rules for imported contacts, and confirm whether syncing uses webhooks, scheduled polling, or both. Review permissions, audit logs, and error alerts during the first several days, especially for required fields, picklists, and validation rules. If records fail, adjust the mapping or update the CRM data, then re-run the sync from the integration dashboard. This careful setup keeps outreach history consistent, protects existing sales workflows, and gives revenue teams reliable reporting across both systems.

configure multi sender settings

To configure multi sender settings, open your workspace settings and add each sender account under the senders tab. Carefully verify every LinkedIn profile or email identity before assigning it to a campaign, then set daily limits, warm-up status, and timezone for each account. Choose whether the platform rotates senders automatically or follows a fixed priority order, and save the configuration before launching outreach. This keeps activity distributed across approved identities instead of concentrating it on one profile.

For teams, assign ownership by campaign or segment so each sender has a clear audience and message variant. Review connection caps, reply routing, and notification preferences so responses land with the right rep. If an account needs pausing, disable it without removing its history, then re-enable it after limits reset. These controls help maintain deliverability while keeping outreach coordinated across revenue team members.

setup linkedin outreach sequences

Getting started with Frontier begins by connecting the LinkedIn accounts your team will use for outreach. From the workspace settings, invite each sender and authenticate their profiles so activity is tracked in one place. Once connected, define your ideal prospect criteria and import leads from LinkedIn searches, CSV files, or existing integrations. Frontier automatically enriches these contacts and places them into a shared pipeline, giving revenue teams a clear view of every conversation stage without manual data entry.

To complete the CRM setup, map pipeline stages to the actions in your outreach flow, such as connection requested, replied, or meeting booked. This ensures that every message, follow-up, and response updates the contact record in real time. You can then assign prospects to specific senders, set daily limits to keep activity natural, and enable multi-sender rotation for broader reach. With these foundations in place, your sequences run consistently while the CRM maintains accurate, centralized data for reporting and handoffs.

enable team collaboration features

Setting up Frontier for a revenue team begins with establishing a shared workspace where outreach activity can be coordinated across multiple senders. After creating an admin account at getfrontier.co, the workspace owner should invite team members via email and assign roles that match their responsibilities, such as admin, manager, or sender. This step resolves a common setup gap by ensuring everyone operates within the same environment, with clear permissions for who can create campaigns, approve messaging, and view performance data. Configuring these access levels early prevents fragmented outreach and keeps contact ownership and reporting consistent.

Once the workspace is in place, each team member connects their LinkedIn account through Frontier’s secure authentication flow so the platform can automate actions on their behalf. Admins can then define collaboration rules, such as shared lead pools, sender rotation, and daily activity limits, to distribute outreach safely across the team. Testing with a small pilot campaign helps confirm that assignments, tracking, and notifications work as expected before scaling.

GetFrontier vs Manual Outreach

For GetFrontier setup, create the workspace, connect LinkedIn and email sender accounts, import and tag lead lists, then map CRM stages and build multi-sender sequences with templates and delays. Run a small test, verify tracking, and launch. Manual outreach requires separate inbox checks, spreadsheet updates, and copy-paste follow-ups, so setup and ongoing administration take longer and create more data gaps.