Integrations Membrain Truconversion Connect
Membrain + Truconversion Connect

Connect Membrain and Truconversion Connect to Build Intelligent Automations

Choose a Trigger

Membrain

When this happens...

Choose an Action

Truconversion Connect

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Enable Integrations or automations with these events of Membrain and Truconversion Connect

Enable Integrations or automations with these events of Membrain and Truconversion Connect

Triggers

New Activity Created

New Activity Created

Runs when new activity is created in Membrain.

New Sales Project Created

New Sales Project Created

Runs when a new sales project is created.

Contact Is Updated

Contact Is Updated

Runs when contact is updated

Company Is Updated

Company Is Updated

Runs when company is updated

Opportunity Is Updated

Opportunity Is Updated

Runs when Opportunity Is Updated

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Actions

Create Company

Create Company

Creates a new company in Membrain.

Create Contact

Create Contact

Creates a new contact in Membrain using the provided details.

Create Prospect

Create Prospect

Adds a new prospect to Membrain.

Create Activity

Create Activity

Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.

Create Sales Opportunity

Create Sales Opportunity

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.

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Frequently Asked Questions

How do I start an integration between Membrain and Truconversion Connect?

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

Can we customize how data from Membrain is recorded in Truconversion Connect?

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

How often does the data sync between Membrain and Truconversion Connect?

The data sync between Membrain and Truconversion Connect 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 Truconversion Connect?

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 Truconversion Connect?

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

About Truconversion Connect

Integrate TruConversion and get results in your favorite App. You get access to all the best conversion optimization and analytics tools including Heatmaps, Visitor Session Recordings, Conversion funnels, MicroSurvey, Customer Surveys and Form Analytics.

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