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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new survey response arrives
Runs when a new activity is created in Membrain.
Runs when a prospect is disqualified.
Runs when a prospect is moved to a specific stage.
Runs when a sales project is archived.
Runs when a new sales project is created.
Action is the task that follows automatically within your SatisMeter integrations.
Creates a new company
Creates a new contact.
Creates a new prospect.
Creates a new activity.
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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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your SatisMeter and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in SatisMeter triggers actions in Membrain (or vice versa).
Absolutely. You can customize how SatisMeter 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 SatisMeter 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 SatisMeter 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.
SatisMeter is a powerful tool designed to help businesses measure and improve customer satisfaction through insightful surveys and feedback collection. It provides actionable data to enhance customer experience and drive growth.
Learn MoreMembrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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