Integrations Chartbrew Sales Simplify
Chartbrew + Sales Simplify

Connect Chartbrew and Sales Simplify to Build Intelligent Automations

Choose a Trigger

Chartbrew

When this happens...

Choose an Action

Sales Simplify

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Enable Integrations or automations with these events of Chartbrew and Sales Simplify

Enable Integrations or automations with these events of Chartbrew and Sales Simplify

Actions

Create Team

Create Team

Create a new Chartbrew team and set branding, report refresh, and export permissions.

Get Team Details

Get Team Details

Retrieve details for a specific Chartbrew team using its team ID.

Update Team

Update Team

Update a Chartbrew team's name and settings, including branding visibility and report refresh/export permissions.

Create Project

Create Project

Create a new Chartbrew project and its initial dashboard in the selected team.

Get Team Projects

Get Team Projects

Retrieve all projects for the specified Chartbrew team.

Get Project by ID

Get Project by ID

Retrieve a Chartbrew project's details by its project ID within the selected team.

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Frequently Asked Questions

How do I start an integration between Chartbrew and Sales Simplify?

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

Can we customize how data from Chartbrew is recorded in Sales Simplify?

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

How often does the data sync between Chartbrew and Sales Simplify?

The data sync between Chartbrew and Sales Simplify 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 Chartbrew to Sales Simplify?

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 Chartbrew and Sales Simplify?

Yes, you can set conditional logic to control the flow of data between Chartbrew and Sales Simplify. 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.

Chartbrew

About Chartbrew

Chartbrew is a powerful tool for creating and managing data visualizations. It allows users to connect to various data sources and build interactive charts and dashboards, making data analysis and presentation seamless and efficient.

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Sales Simplify

About Sales Simplify

An all-in-one sales automation and engagement platform with built-in CRM and cloud communication channels.

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