Connect EKM and Membrain to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
Create Company
Create Contact
Create Prospect
Create Activity
Create Sales Opportunity
Ready to use EKM and Membrain automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Runs when a new customer is created.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
New Activity Created
Runs when new activity is created in Membrain.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
Do thisActions
Action is the task that follows automatically within your EKM integrations.
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
Create Company
Creates a new company in Membrain.
Create Contact
Creates a new contact in Membrain using the provided details.
Create Prospect
Adds a new prospect to Membrain.
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Frequently Asked Questions
To start, connect both your EKM and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Membrain (or vice versa).
Absolutely. You can customize how EKM 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 EKM 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 EKM 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.
About Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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