Enable Integrations or automations with these events of Membrain and Make Forms
Triggers when a new activity is created.
Triggers when a prospect has been disqualified.
Triggers when a prospect is moved to a specific stage.
Triggers when a sales project is archived.
Triggers when a new sales project is created.
Triggers when a sales project is won.
Creates a new company
Creates a new contact.
Creates a new prospect.
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.
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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 Make Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Make Forms (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Make Forms. This includes choosing which data fields go into which fields of Make Forms, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Make Forms 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 Make Forms. 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.
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