Connect Memberspot and Centralstation CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New User Is Created
New Offer Is Created
Choose an Action
Automatically do this!
List All People
Search People by Email
List All Companies
List All Deals
List All Projects
List All Protocols
List All Historic Events
List All Tags
List All Tasks
List All Users
List All Filter Groups
Create Person
Create Project
Create Deal
Create Company
Get a Deal
Update Deal
Update Person
Update Project
Update Company
Add Tag to Person
Find Company by Name
Find Project by Name
Find Deal by Name
Ready to use Memberspot and Centralstation CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
New Offer Is Created
Runs when new offer is created
New Company
Triggers when a new company is created
New Person
Triggers when a new person is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
Do thisActions
Action is the task that follows automatically within your Memberspot integrations.
List Users
List users matching criteria
Get All Offers
Retrieve all offers
Grant Access
Grants access to a course (when the member is not existing, the member will be created)
Set Offer State
Toggle a user's offer state
Set Order State
Sets the state of an offer with a orderId for a user.
Find Member by Email
Locate member by email
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Frequently Asked Questions
To start, connect both your Memberspot and Centralstation CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Memberspot triggers actions in Centralstation CRM (or vice versa).
Absolutely. You can customize how Memberspot data is recorded in Centralstation CRM. This includes choosing which data fields go into which fields of Centralstation CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Memberspot and Centralstation CRM 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 Memberspot and Centralstation CRM. 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 Memberspot
Memberspot is a comprehensive platform designed to help businesses and educators create, manage, and deliver online courses and membership content. It offers tools for course creation, user management, and content delivery, making it ideal for educators, trainers, and businesses looking to offer online learning experiences.
Learn MoreAbout Centralstation CRM
CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
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