Connect Lancepilot and Membrain to Build Intelligent Automations

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Lancepilot

When this happens...

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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 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.

Sales Project Won

Sales Project Won

Triggers when a sales project is won.

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Do thisActions

Action is the task that follows automatically within your Lancepilot integrations.

Send Template Message

Send Template Message

Send a whatsapp template message using phone number.

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 Lancepilot and Membrain?

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

Can we customize how data from Lancepilot is recorded in Membrain?

Absolutely. You can customize how Lancepilot 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 Lancepilot and Membrain?

The data sync between Lancepilot 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 Lancepilot 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 Lancepilot and Membrain?

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

Lancepilot

About Lancepilot

Lancepilot is a comprehensive platform designed to streamline project management and enhance productivity for freelancers and small teams. It offers tools for task management, time tracking, and collaboration, making it easier to manage projects efficiently and meet deadlines.

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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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