Connect Salesmate and Memberful to Build Intelligent Automations

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Salesmate

When this happens...

Choose an Action

Memberful

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Member SignUp

Member SignUp

Triggers when a new member signs up.

Member Deleted

Member Deleted

Triggered when a member is removed from Memberful; sends the member's details to your webhook.

Member Updated

Member Updated

Triggered when a Memberful member's details change; provides the updated member record for your workflow.

Order Refunded

Order Refunded

Sends refunded order details when a Memberful order is refunded.

Order Completed

Order Completed

Triggered when a Memberful order is completed; sends the order and member details to your configured webhook.

New Subscription

New Subscription

Triggered when a new subscription is created in Memberful and provides the subscription details.

Do thisActions

Action is the task that follows automatically within your Salesmate integrations.

Add Note

Add Note

Adds Note based on previous step.

Create Activity

Create Activity

Creates a new Activity, probably with input from previous steps.

Create Company

Create Company

Creates a new Company, probably with input from previous steps.

Search User

Search User

Find an User based on different fields.

Create Contact

Create Contact

Creates a new Contact, probably with input from previous steps.

Create Deal

Create Deal

Creates a new Deal

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Frequently Asked Questions

How do I start an integration between Salesmate and Memberful?

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

Can we customize how data from Salesmate is recorded in Memberful?

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

How often does the data sync between Salesmate and Memberful?

The data sync between Salesmate and Memberful 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 Salesmate to Memberful?

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 Salesmate and Memberful?

Yes, you can set conditional logic to control the flow of data between Salesmate and Memberful. 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.

Salesmate

About Salesmate

Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.

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Memberful

About Memberful

Memberful is a membership management and subscription platform that helps creators, publishers, educators, and online businesses sell memberships, manage subscribers, and monetize digital content all while giving them full control over their brand and audience

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