
When this happens...
New Form Submission
Automatically do this!
Create Company
Create Contact
Create Prospect
Create Activity
Create Sales Opportunity
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new form is submitted.
Runs when new activity is created in Membrain.
Runs when contact is updated
Runs when company is updated
Action is the task that follows automatically within your Contact Form 7 integrations.
Creates a new company in Membrain.
Creates a new contact in Membrain using the provided details.
Adds a new prospect to Membrain.
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Contact Form 7 and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in Contact Form 7 triggers actions in Membrain (or vice versa).
Absolutely. You can customize how Contact Form 7 data is recorded in Membrain. This includes choosing which data fields go into which fields of Membrain, setting up custom formats, and filtering out unwanted information.
The data sync between Contact Form 7 and Membrain typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Contact Form 7 and Membrain. 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.
Contact Form 7 is a popular WordPress plugin that allows users to create and manage multiple contact forms. It provides a simple and flexible way to customize form fields and design, enabling seamless communication between website visitors and site owners.
Learn MoreMembrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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