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FactBranch
Show customer data in your support and sales software

What is FactBranch?

FactBranch integrates with popular support and sales software like Zendesk, Dixa, Freshworks, and Gmail to display real-time customer data to agents and sales representatives. The platform connects to various data sources including SQL databases, spreadsheets, and RESTful APIs, allowing users to build data pipelines through a visual flow editor. These pipelines can extract, transform, and load data, with options to schedule automated runs or trigger them via webhooks.

Users can create custom interfaces using HTML and a Liquid-style templating language to present data effectively. FactBranch emphasizes privacy and security by not storing or caching data by default, hosting on Google Cloud with encryption at rest and in transit, and complying with GDPR and CCPA regulations. The platform offers a 14-day free trial with no credit card required, making it accessible for teams to start quickly.

Features

  • ETL & Data Pipelines: Extract, transform, and load data from multiple sources
  • Scheduled Data Pipelines: Run pipelines in the background automatically
  • Data Source Connectors: Connect to CRMs, SQL databases, APIs, and spreadsheets
  • UI Builder: Build custom user interfaces with HTML and templating
  • Apps Integration: Display data in helpdesks and CRMs like Zendesk and Freshworks

Use Cases

  • Displaying customer data in support tickets for faster resolution
  • Synchronizing data between different business systems
  • Building custom dashboards for sales teams
  • Automating data updates from APIs to internal tools
  • Creating real-time data displays for customer service agents

FAQs

  • Can I cancel my subscription anytime?
    Yes, the contract period is one month, and you can cancel at any time without additional charges; service continues until the end of the subscription period.
  • How does FactBranch handle security?
    All connections use HTTPS encryption, data is encrypted at rest on Google Cloud, and the platform undergoes independent audits for standards like ISO/IEC 27001 and SOC.
  • Does FactBranch store my data?
    No, by default it does not store or cache data; only records data if 'record requests' is explicitly activated.

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