Connect Fluent Forms and Membrain to Build Intelligent Automations

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Fluent Forms

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Membrain

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Triggered when a new form is submitted in Fluent Forms.

New Activity

New Activity

Triggers when a new activity is created.

Prospect Disqualified

Prospect Disqualified

Triggers when a prospect has been disqualified.

Prospect Moved to Stage

Prospect Moved to Stage

Triggers when a prospect is moved to a specific stage.

Sales Project Archives

Sales Project Archives

Triggers when a sales project is archived.

New Sales Project

New Sales Project

Triggers when a new sales project is created.

Do thisActions

Action is the task that follows automatically within your Fluent Forms integrations.

Create Company

Create Company

Creates a new company

Create Contact

Create Contact

Creates a new contact.

Create Prospect

Create Prospect

Creates a new prospect.

Create Activity

Create Activity

Creates a new activity.

Create Sales Project

Create Sales Project

Create a new sales opportunity in Membrain linked to a company and sales process, assign an owner, and set optional custom fields.

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Frequently Asked Questions

How do I start an integration between Fluent Forms and Membrain?

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

Can we customize how data from Fluent Forms is recorded in Membrain?

Absolutely. You can customize how Fluent Forms 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.

How often does the data sync between Fluent Forms and Membrain?

The data sync between Fluent Forms and Membrain 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 Fluent Forms to Membrain?

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 Fluent Forms and Membrain?

Yes, you can set conditional logic to control the flow of data between Fluent Forms 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.

Fluent Forms

About Fluent Forms

Fluent Forms is a powerful and user-friendly form builder that allows users to create custom forms for their websites with ease. It offers a wide range of features including drag-and-drop form building, conditional logic, and integration with various third-party services, making it ideal for businesses and individuals looking to streamline their data collection processes.

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Membrain

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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