Connect SMTP and Membrain to Build Intelligent Automations

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SMTP

When this happens...

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Membrain

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Ready to use SMTP and Membrain automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity Created

New Activity Created

Runs when a new activity is created in Membrain.

Prospect Is Disqualified

Prospect Is Disqualified

Runs when a prospect is disqualified.

Prospect Moves To Stage

Prospect Moves To Stage

Runs when a prospect is moved to a specific stage.

Sales Project Is Archived

Sales Project Is Archived

Runs when a sales project is archived.

New Sales Project Created

New Sales Project Created

Runs when a new sales project is created.

Sales Project Is Won

Sales Project Is Won

Runs when a sales project is won.

Do thisActions

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

Send Email

Send Email

Send a Message.

Create Company

Create Company

Creates a new company

Create Contact

Create Contact

Creates a new contact.

Create Prospect

Create Prospect

Creates a new prospect.

Create Activity

Create Activity

Creates a new activity.

Create Sales Project

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

How do I start an integration between SMTP and Membrain?

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

Can we customize how data from SMTP is recorded in Membrain?

Absolutely. You can customize how SMTP 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.

How often does the data sync between SMTP and Membrain?

The data sync between SMTP and Membrain 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 SMTP to Membrain?

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 SMTP and Membrain?

Yes, you can set conditional logic to control the flow of data between SMTP 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.

SMTP

About SMTP

SMTP (Simple Mail Transfer Protocol) is like a digital postman that sends your emails to the right place on the internet. To use it, you’ll need the SMTP server address (like smtp.gmail.com), port number (587 or 465), and your email login credentials.

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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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