Connect Brand.dev and Salesforce to Build Intelligent Automations

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Brand.dev

When this happens...

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Salesforce

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new Contact is created.

New Lead

New Lead

Triggers when a new Lead is created.

New Record

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

New Case Attachment

New Case Attachment

Triggers when a new Attachment is added to a case.

New Task

New Task

Triggers when a new task is created.

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.

Add Contact to Campaign

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add Lead to Campaign

Add Lead to Campaign

Adds an existing lead to an existing campaign.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Brand.dev and Salesforce 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 Salesforce?

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 Salesforce?

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

About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

Learn More