Show customer info from any system right inside Zendesk Sell. Real-time data, zero syncs, no more tab-switching.

⭐⭐⭐⭐⭐ 5-star rated Zendesk app — teams love the 5-minute, low-code setup.

Why FactBranch?

• Query SQL databases, Google Sheets, RESTful APIs, CRMs and ERPs in a single app.

• Drag-and-drop data pipelines. Write queries, define filters, and build your UI without coding.

• Your team members always see live data. Deals, companies, leads or people open → data loads instantly, giving your sales team the information they need.

Data Sources

FactBranch connects to a wide range of data sources:

• SQL Databases: PostgreSQL, MySQL, MariaDB, Microsoft SQL Server
• Spreadsheets: Google Sheets
• Cloud warehouses: BigQuery, Snowflake
• APIs: Any REST API, including custom APIs
• CRM and ERP: Salesforce, Constant Contact, JTL, Zendesk Sell

Drag-and-Drop Data Pipelines & UI Builder

Use our no-code / low-code tools to create your data pipelines and query yourdata sources.

Pipelines let you run multiple queries with different data sources and combinethe results into a single user interface (UI) that is displayed in theZendesk Sell sidebars. It can be shown in the lead, company, person or deal sidebars.

Real-Time Data

FactBranch fetches fresh data for each request. When a sales rep opens a page in Zendesk Sell, FactBranch queries your data sources in real-time, ensuring you get the most recent data. There are no delays due to caching or syncing.

Security & Privacy

FactBranch is built so your customer data never needs to be saved on our servers.

• Stream-only design. We retrieve records on demand and send them straight to the Zendesk sidebar via HTTPS; we do not store the data we fetch.

• Credential storage. The only items we persist are connection secrets (DB credentials, API keys, OAuth tokens). They’re stored securely, encrypted at rest.

• GDPR & CCPA ready The core design of FactBranch makes it easy to comply with data privacy laws. Should you be subject to GDPR or CCPA, we provide documents like a list of sub-processors and a data processing agreement (DPA).

Simple Setup, Immediate Impact

• Quick to test and deploy: Get FactBranch up and running within minutes.
• Free 14-day trial: Experience all the benefits without any commitment or need for a credit card.
• Seamless integration: Results are displayed directly in the lead, company, person and deal sidebars.

Video Guides and Documentation

FactBranch hasextensive documentation andstep-by-step video guidesfor all supported data sources. Our goal is to empower users of all skill levelsto set up FactBranch and show their customer data to their sales reps.

Exceptional Support

Customers love our great support. If you have any questions before (or after) starting your trial, reach out to support@factbranch.com.

Ready to Transform Your Sales Process?

Sign up today and make your sales more efficient.