Connect Membrain and OptiServe to Build Intelligent Automations
Choose a Trigger
When this happens...
Prospect Created
Prospect Disqualified
Sales Project Archives
Sales Project Created
Sales Project Won
Choose an Action
Automatically do this!
- Request a new Action for OptiServe
Enable Integrations or automations with these events of Membrain and OptiServe
Enable Integrations or automations with these events of Membrain and OptiServe
Triggers
Prospect Created
Triggers when a new Prospect is created.
Prospect Disqualified
Triggers when a prospect has been disqualified.
Sales Project Archives
Triggers when a sales project is archived.
Sales Project Created
Triggers when a new sales project is created.
Sales Project Won
Triggers when a sales project is won.
Actions
Create Company
Creates a new company
Create Contact
Creates a new contact.
Create Sales Project
Create a new sales project.
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Frequently Asked Questions
To start, connect both your Membrain and OptiServe accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in OptiServe (or vice versa).
Absolutely. You can customize how Membrain data is recorded in OptiServe. This includes choosing which data fields go into which fields of OptiServe, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and OptiServe 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 OptiServe. 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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
Learn MoreAbout OptiServe
OptiServe is a service management platform that helps businesses optimize operations, manage customer requests, and streamline service delivery. It provides tools for task assignment, workflow automation, real-time tracking, and reporting to enhance efficiency and improve customer satisfaction.
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