Connect Brand.dev and BoardCRM to Build Intelligent Automations

Choose a Trigger

Brand.dev

When this happens...

Choose an Action

BoardCRM

Automatically do this!

Enable Integrations or automations with these events of Brand.dev and BoardCRM

Enable Integrations or automations with these events of Brand.dev and BoardCRM

Actions

Get brand details

Get brand details

Look up a company's brand profile using its domain, stock ticker, or name.

Get NAICS classification

Get NAICS classification

Look up a brand's NAICS industry codes and confidence using its domain or name.

Fetch Screenshot

Fetch Screenshot

Capture a visual snapshot of a webpage or digital asset and return the image for review.

Fetch brand style guide

Fetch brand style guide

Retrieve a brand's visual style guide — including colors, typography, and component styles — from a website domain.

Add Comment

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

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Frequently Asked Questions

How do I start an integration between Brand.dev and BoardCRM?

To start, connect both your Brand.dev and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Brand.dev triggers actions in BoardCRM (or vice versa).

Can we customize how data from Brand.dev is recorded in BoardCRM?

Absolutely. You can customize how Brand.dev data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Brand.dev and BoardCRM?

The data sync between Brand.dev and BoardCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Brand.dev to BoardCRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Brand.dev and BoardCRM?

Yes, you can set conditional logic to control the flow of data between Brand.dev and BoardCRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Brand.dev

About Brand.dev

Brand.dev is a comprehensive platform designed to enhance and manage your brand's online presence. It offers tools for brand development, digital marketing, and analytics to help businesses grow and maintain a strong brand identity.

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BoardCRM

About BoardCRM

BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.

Learn More