When this happens...
New Activity Created
New Sales Project Created
Contact Is Updated
Company Is Updated
Opportunity Is Updated

Automatically do this!
Send Channel Message
Create Channel
Create Private Channel
Reply to Channel Message
Send Chat Message
Get all Chats
Get all Teams
Get all Catalog
Get all Deleted Teams
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new activity is created in Membrain.
Runs when a new sales project is created.
Runs when contact is updated
Runs when company is updated
Runs when Opportunity Is Updated
Triggers when a new message is posted in a channel.
Action is the task that follows automatically within your Membrain integrations.
Creates a new company in Membrain.
Add a new contact in Membrain with the details you provide.
Creates a new prospect in Membrain.
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.
Sends a message to a specific channel in Microsoft Teams.

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To start, connect both your Membrain and Microsoft Teams accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Microsoft Teams (or vice versa).
Absolutely. You can customize how Membrain data is recorded in Microsoft Teams. This includes choosing which data fields go into which fields of Microsoft Teams, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and Microsoft Teams 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 Microsoft Teams. 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 MoreMicrosoft Teams is a collaboration platform that integrates people, content, and tools to enhance teamwork and communication. It offers chat, video conferencing, file sharing, and app integration to streamline workflows and improve productivity.
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