Connect Membrain and White Swan to Build Intelligent Automations
Enable Integrations or automations with these events of Membrain and White Swan
Enable Integrations or automations with these events of Membrain and White Swan
Triggers
New Activity
Triggers when a new activity is created.
Prospect Disqualified
Triggers when a prospect has been disqualified.
Prospect Moved to Stage
Triggers when a prospect is moved to a specific stage.
Sales Project Archives
Triggers when a sales project is archived.
New Sales Project
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 Prospect
Creates a new prospect.
Create Activity
Creates a new activity.
Create Sales Project
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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Frequently Asked Questions
To start, connect both your Membrain and White Swan accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in White Swan (or vice versa).
Absolutely. You can customize how Membrain data is recorded in White Swan. This includes choosing which data fields go into which fields of White Swan, setting up custom formats, and filtering out unwanted information.
The data sync between Membrain and White Swan 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 White Swan. 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.
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About White Swan
White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.
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