When this happens...
New Activity Created
Contact Is Updated
Company Is Updated

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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new activity is created in Membrain.
Runs when contact is updated
Runs when company is updated
Action is the task that follows automatically within your Membrain integrations.
Creates a new company in Membrain.
Creates a new contact in Membrain using the provided details.
Adds a new prospect to Membrain.
Creates a new activity.
Create a new sales opportunity in Membrain linked to a company and sales process, assign an owner, and set optional custom fields.
Search a user's Looker Studio assets.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Membrain and Looker Studio accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Looker Studio (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Looker Studio. This includes choosing which data fields go into which fields of Looker Studio, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Looker Studio 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 Membrain and Looker Studio. 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's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
Learn MoreLooker is a powerful business intelligence and data analytics platform that helps organizations explore, analyze, and share real-time business insights. It provides a user-friendly interface for creating data-driven reports and dashboards, enabling data teams to collaborate effectively and make informed decisions.
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