Connect Brand.dev and webCRM to Build Intelligent Automations

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Brand.dev

When this happens...

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webCRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when an activity is created.

New Delivery

New Delivery

Triggers when a new delivery is created.

New Document

New Document

Tiggers when a new document is created .

New Opportunity

New Opportunity

Triggers when a new opportunity is created.

New Organization

New Organization

Triggers when a new organization is created.

New Person

New Person

Triggers when a new person 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.

Create Activity

Create Activity

Add a new activity in WebCRM with date, assignee, description and optional links to organisation, person, campaign, or opportunity.

List All Activities

List All Activities

Retrieves the list of all activities

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Frequently Asked Questions

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

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

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

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

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

The data sync between Brand.dev and webCRM 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 webCRM?

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 webCRM?

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

About webCRM

webCRM helps your sales team with the daily workflow and overview.

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