Connect Brand.dev and ClearCRM to Build Intelligent Automations

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Brand.dev

When this happens...

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ClearCRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contract

New Contract

Retrieve contracts added in Clear CRM during a specified recent time window and return matching records with a standardized UTC timestamp.

New Customer

New Customer

Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.

New Estimate

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

New Lead

New Lead

Retrieve leads added to Clear CRM during the configured time window and return each lead with its added time converted to UTC (ISO format).

New Payment

New Payment

Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.

Do thisActions

Action is the task that follows automatically within your Brand.dev integrations.

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.

Create Lead

Create Lead

Create a new lead in Clear CRM using the provided contact, company, and status information.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Brand.dev and ClearCRM 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 ClearCRM?

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 ClearCRM?

Yes, you can set conditional logic to control the flow of data between Brand.dev and ClearCRM. 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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ClearCRM

About ClearCRM

Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.

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