Integrations Membrain Contextual AI
Membrain + Contextual AI

Connect Membrain and Contextual AI to Build Intelligent Automations

Choose a Trigger

Membrain

When this happens...

Choose an Action

Contextual AI

Automatically do this!

Ready to use Membrain and Contextual AI automations

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.

Do thisActions

Action is the task that follows automatically within your Membrain 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.

Create Datastore

Create Datastore

Create a new Datastore.

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Frequently Asked Questions

How do I start an integration between Membrain and Contextual AI?

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

Can we customize how data from Membrain is recorded in Contextual AI?

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

How often does the data sync between Membrain and Contextual AI?

The data sync between Membrain and Contextual AI 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 Membrain to Contextual AI?

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 Membrain and Contextual AI?

Yes, you can set conditional logic to control the flow of data between Membrain and Contextual AI. 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.

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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Contextual AI

About Contextual AI

Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.

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