Sync your CRM through your own agent

Your own agent, Zapier or Make posts deal changes to your project link.

Use this workflowHow it works

4 stepsContinuous

The workflow diagram

Sync your CRM through your own agent: workflow diagramThe 4 steps of this workflow, from its trigger to the final step.When your agent posts a deal change. Scores, schedules and toolsBWWHENTRIGGERWhen your agent posts adeal changeScores, schedules and toolsStore the deal on the company. Audiences and recordsBWTHENStore the deal on thecompanyAudiences and recordsAdd to your Pipeline audience. Audiences and recordsBWTHENAdd to your PipelineaudienceAudiences and recordsResearching your topic?Researching yourtopic?Send the intent note back to your agent. IntegrationsINTHENSend the intent note backto your agentIntegrationsThis path stops hereThis path stops hereYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

Your own agent, Zapier or Make posts deal changes to your project link. BrandWell stores the deal on the company, adds it to your Pipeline audience, and posts an intent note back when the account is researching your topic.

Why it works. Any CRM works without a native integration, so pipeline matching starts the day you sign up.

Nothing is sent to buyers. Notes go back to your agent.

How it works

It starts: When your agent posts a deal change, or called by your sheet import workflow.

  1. 1

    Store the deal on the company

    Saves what was found onto the record.

  2. 2

    Add to your Pipeline audience

    Saves the people to an audience you can use anywhere.

  3. 3

    Researching your topic?

    If yes, it goes on to "Send the intent note back to your agent". If no, it stops for that person.

  4. 4

    Send the intent note back to your agent

    Sends the result to your own system.

What you need

  • MarketPulse in your BrandWell plan
  • A webhook address
  • A MarketPulse topic

What it costs

Uses what is already in your plan. Nothing is charged per result.

  • Assumes plan with MarketPulse intent data enabled. Subscription fees are separate. Pulls use your plan allowance; extra pulls cost more unless explicitly included below.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

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