Integrations Customers.ai membermate
Customers.ai + membermate

Connect Customers.ai and membermate to Build Intelligent Automations

Choose a Trigger

Customers.ai

When this happens...

Choose an Action

membermate

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Enable Integrations or automations with these events of Customers.ai and membermate

Enable Integrations or automations with these events of Customers.ai and membermate

Actions

Create Contact

Create Contact

Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.

Request a new Action for Customers.ai

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Frequently Asked Questions

How do I start an integration between Customers.ai and membermate?

To start, connect both your Customers.ai and membermate accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in membermate (or vice versa).

Can we customize how data from Customers.ai is recorded in membermate?

Absolutely. You can customize how Customers.ai data is recorded in membermate. This includes choosing which data fields go into which fields of membermate, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Customers.ai and membermate?

The data sync between Customers.ai and membermate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Customers.ai to membermate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Customers.ai and membermate?

Yes, you can set conditional logic to control the flow of data between Customers.ai and membermate. 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.

Customers.ai

About Customers.ai

Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.

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membermate

About membermate

membermate is a platform to easily set up your own member area, including courses, memberships, community, live calls and more.

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