Membrain and Salesflare

How to connect Membrain

When account Growth Project Created in Membrain, find or create account in Salesflare.
When account Growth Project Won in Membrain, find or create account in Salesflare.
When company Created in Membrain, find or create account in Salesflare.
When contact Created in Membrain, find or create contact in Salesflare.
When sales Project Created in Membrain, create opportunity, then find or create contact in Salesflare.
When sales Project Won in Membrain, create opportunity, then find or create contact in Salesflare.

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

Start a workflow when this happens

Account Growth Project Archived — Triggers when an Account Growth Project is archived
Account Growth Project Created — Triggers when a new Account Growth Project is created
Account Growth Project Moved to Stage — Triggers when an Account Growth Projects is moved to a specific Stage
Account Growth Project Won — Triggers when an Account Growth Project is won
Activity Created — Triggers when a new Activity is created in Membrain. An Activity can be any of an Email, Call, Note, Appointment or Task

Show 19 more triggers

Company Created — Triggers when a new Company is created
Contact Created — Triggers when a new Contact is created
Content Hub Item Created — Triggers when a Content Hub Item Created.
Flow Archived — Triggers when a Flow is archived
Flow Created — Triggers when a new Flow is created
Flow Moved to Stage — Triggers when a Flow has moved to a specific Stage
Flow Won — Triggers when a Flow is won
Prospect Created — Triggers when a new Prospect 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
Prospect Won — Triggers when a Prospect is converted to a Sales Project.
Sales Project Archived — Triggers when a Sales Project is archived
Sales Project Created — Triggers when a new Sales Project is created
Sales Project Moved to Stage — Triggers when a Sales Project is moved to a specific Stage
Sales Project Won — Triggers when a Sales Project is won
Ticket Archived — Triggers when a Ticket is archived
Ticket Created — Triggers when a new Ticket is created
Ticket Moved to Stage — Triggers when a Ticket is moved to a specific Stage
Ticket Resolved — Triggers when a Ticket is Resolved

Things Salesflare can make it do

Create Account Growth Project — Creates a new Account Growth Project
Create Appointment — Creates an Appointment in Membrain
Create Call — Create a Call in Membrain
Create Company — Creates a new Company
Create Completed Task — Creates a new Completed Task shown in the Activity Stream

Show 16 more actions

Create Contact — Creates a new Contact
Create Content Hub Item — Creates a new Content Hub Item
Create Flow — Creates a new Flow in a specific Process
Create Note — Creates a Note in Membrain
Create Prospect — Creates a new Prospect
Create Read Only Rich Text Note — Creates a Read Only Rich Text Note
Create Sales Project — Creates a new Sales Project
Create Task — Creates a Task in Membrain
Create Ticket — Creates a new Ticket
Update Account Growth Project — Updates an Account Growth Project in Membrain
Update Company — Update an existing Company
Update Contact — Update an existing Contact
Update Flow — Updates a Flow in Membrain
Update Prospect — Updates a Prospect in Membrain
Update Sales Project — Updates a Sales Project in Membrain
Update Ticket — Updates a Ticket in Membrain

Look up existing records

Find Account Growth Project by Id — Find an Account Growth Project by its Id
Find Account Growth Project by Key — Find an Account Growth Project by its Key
Find Account Growth Project by Name — Find an Account Growth Project by its Name
Find Company by External Identifier — Find a Company by its External Identifier
Find Company by Id — Returns all data for a Company

Show 17 more searches

Find Company by Name — Find a Company by its Name
Find Contact by Company Name and Name — Find a Contact by the name of the Company that Contact belongs to and the Contacts full name
Find Contact by External Identifier — Find a Contact by its External Identifier
Find Contact by Id — Find a Contact by its Id
Find Contact by Primary Email Address — Finds a Contact by its Email Address
Find Flow by Id — Find a Flow by its Id
Find Flow by Key — Find a Flow by its Key
Find Flow by Name — Find a Flow by its Name
Find Prospect by Id — Find a Prospect by its Id
Find Prospect by Key — Find a Prospect by its Key
Find Prospect by Name — Find a Prospect by its Name
Find Sales Project by Id — Find a Sales Project by its Id
Find Sales Project by Key — Find a Sales Project by its Key
Find Sales Project by Name — Find a Sales Project by its Name
Find Ticket by Id — Find a Ticket by its Id
Find Ticket by Key — Find a Ticket by its Key
Find Ticket by Name — Find a Ticket by its Name

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