Connect Watchdog directly to the systems that run your business.
Use native CRM sync for continuous info, or Zapier and signed webhooks for flexible automation. Every path stays scoped, revocable and auditable.
Native CRMPhase 4 liveBoldTrail Direct beta · Zapier · webhooks · checked CRM info
Sign in to manage integrations
Your connections, keys and permissions are account-scoped.
Automations need Professional or Teams
Zapier keys, webhooks and automation tools are Professional and Teams features. Your CRM and property connection below works on Agent too.
Integration Center could not load
Try again from this page.
bt
TeamsNative CRM connection
Bring approved BoldTrail / kvCORE relationship info into Watchdog without routing it through Zapier.
Native CRM connections are a Teams capabilityProfessional keeps Zapier and generic webhooks. Teams adds managed direct CRM synchronization.
View TeamsConnect
BoldTrail / kvCORE
Enter a kvCORE API token. Watchdog validates it with BoldTrail before moving it into Supabase Vault. The token is never shown again.
Only the approved Watchdog CRM info contract is retained. Arbitrary raw provider contact payloads are not stored.
Connection
ReadyBoldTrail Direct
BoldTrail CRMLast successful syncNot yet
Last batch0 contacts
Total standardized0
Failures0
Automatic incremental sync every 15 minutesWatchdog requests contacts updated since the last completed cursor, with a small overlap to prevent boundary misses.
What syncs
Relationship info, not a raw CRM mirror
Contact identityProvider ID, display name and valid email when available.
Lead and deal infokvCORE status, deal type and source become standardized process info.
Assignment infoProvider agent references can remain as CRM relationship metadata.
Watchdog property truth stays separateCRM fields never silently replace checked property facts or source lineage.
Direct CRM sync history
Recent BoldTrail runs
| Started | Trigger | Status | Seen | Standardized | Completed |
|---|
No sync runs yetThe first run is queued when a valid connection is created.
Watchdog for Zapier
Automation access
_
Create a dedicated key, choose only the capabilities a process needs, and revoke it at any time.
Your keys
No Zapier keys yetCreate one when you are ready to connect Zapier.
CRM info
What Watchdog can understand
CRM data is customer and process info. Watchdog's checked property records remain the property-data main record.
Records received0
Linked to property0
Latest info syncNot yet
CRM owns relationship infoLead stage, process state and customer associations.
Watchdog owns checked property factsAssessment, taxes, property changes, lineage and calculated warning signs.
Intelligence access is separateCRM info stays out of Intelligence until explicitly enabled.
Generic connection
Webhook bridge
Use Zapier/Make webhook URLs, CRM middleware or another public HTTPS endpoint.
Security contract
Scoped, revocable, auditable
Secrets stay server-sideReusable CRM credentials live in Vault, not browser-readable tables.
CRM data is standardizedDirect and webhook ingestion use a fixed Watchdog contract.
Sync and delivery historySuccess, failure and retry evidence is retained for operations.
Intelligence permission is explicitEach CRM connection has an auditable off-by-default switch.
Your webhook connections
Connected tasks
No webhook connections yetCreate a bridge above or connect through Zapier.
Delivery log
Recent outbound activity
| Event | Connection | Status | Attempts | HTTP | When |
|---|
No deliveries yetTest a webhook connection or wait for a subscribed Watchdog event.
Phase 4 · Provider framework
One native connector framework, not one-off CRM code.
BoldTrail is the first provider on the shared direct-sync runtime. The same Vault boundary, sync history and standardized info contract can support the next demanded CRM.
Every CRM contact, tied to a real property.
See which CRM properties to add to your dashboard, and who in your CRM is connected to the properties you already watch.
Connect your CRM to your properties
Compare plansMatch BoldTrail / kvCORE contacts to New Jersey properties, add them to your dashboard and see who’s connected to each property. Available on Agent, Professional and Teams.
Connect your CRM
Open Sync AccountsConnect BoldTrail / kvCORE from Sync Accounts on your Account page. Watchdog then matches your contacts to New Jersey properties automatically.
Your CRM overview could not load
Please refresh the page and try again.
CRM contacts00 linked to 0 properties
These properties belong to contacts in your CRM but aren’t on your Watchdog dashboard yet. Add them to track taxes, assessments and changes. You can add 0 more properties on your plan. Your plan’s property limit is reached. Remove a property from your dashboard or upgrade to add more.
Properties on your dashboard that are linked to people in your CRM. Use this before you call, email or send a mailer.
These dashboard properties aren’t linked to anyone in your CRM. Download them to import into BoldTrail or share with your team. Watchdog never writes to your CRM on its own.
Watchdog found a New Jersey parcel at the address saved in your CRM. Confirm it’s the same property to link them. Nothing is linked until you say so. When more than one parcel matched, pick the right one under Advanced → CRM resolution, or mark it as not a match.
Nothing waiting to be added
Every property linked to your CRM is already on your dashboard. New matches show up here after each sync.
No dashboard property is linked to your CRM yet
Add properties from “Ready to add”, or confirm matches under “Needs your review”.
Every dashboard property is in your CRM
New dashboard properties that aren’t linked to a contact will show up here.
Nothing to review
When Watchdog finds a possible match for a CRM address, it waits here for you.
No matches for that search
Try a street, town or contact name.
How Watchdog matches your CRM to properties
Watchdog suggests a property when the street address in your CRM matches a New Jersey parcel in the same town (from the ZIP code or city), or when only one parcel in the state has that address. It never guesses from names or partial addresses, and every possible match waits for your OK.
To link more contacts, give each contact a street address with its town or ZIP code in BoldTrail. Watchdog re-checks updated contacts after each sync, every 15 minutes.