Connect Office 365 and Membrain to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when new contact is created.
New Activity Created
Runs when a new activity is created in Membrain.
Prospect Is Disqualified
Runs when a prospect is disqualified.
Prospect Moves To Stage
Runs when a prospect is moved to a specific stage.
Sales Project Is Archived
Runs when a sales project is archived.
New Sales Project Created
Runs when a new sales project is created.
Do thisActions
Action is the task that follows automatically within your Office 365 integrations.
Create Contact
Creates a new contact
Create Draft Email
Creates a draft of an email that can be reviewed and sent out.
Create Event
Creates a new event in a calendar.
Delete Event
Delete an existing event
Update Contact
Update an existing contact.
Create Company
Creates a new company
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Step by step guides to integrate Office 365 and Membrain
Frequently Asked Questions
To start, connect both your Office 365 and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in Office 365 triggers actions in Membrain (or vice versa).
Absolutely. You can customize how Office 365 data is recorded in Membrain. This includes choosing which data fields go into which fields of Membrain, setting up custom formats, and filtering out unwanted information.
The data sync between Office 365 and Membrain 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 Office 365 and Membrain. 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 Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn MoreAbout 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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