Membrain by Codex Solutions International

membrain is a b2b sales platform that combines crm and sales enablement to drive repeatable, process based selling and coaching integrating with make com would automate workflows, improve data sync, and enhance sales process efficiency for complex sales teams this is ai generated content based on official membrain documentation the content may still contain errors—please verify important information if you have questions, contact membrain support directly how to get support on membrain membrain is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=membrain\&app slug=membrain community\&app unique id=membrain com gu8kho requirements to use the membrain app in make, you must have an active account with admin access to generate or access an api key and the api documentation, create your account on membrain app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect membrain and {{product name}} to get started, you must first create a connection between membrain and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to obtain an api key from within the membrain platform as an admin user login to the membrain platform with an admin level user account navigate to the system setup section go to membrain api, forms, beacon, automations & data clean up locate the area for api key management create or retrieve the required api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=membrain\&app slug=membrain community\&app unique id=membrain com gu8kho create the connection in {{product name}} log in in your make account , add the membrain module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your membrain or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page membrain modules after connecting to the membrain app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a activities creates a new activity based on the activity type you choose, allowing you to customize and add details specific to that type create a company adds a brand new company record to your membrain account, allowing you to store and manage information about that organization create a contact add a new contact (person) to your membrain account, allowing you to store and manage their details for future interactions create a opportunities creates a new sales opportunity (sales project) in membrain, allowing you to start tracking and managing a potential deal from the very beginning create a prospect adds a new prospect to your membrain account, allowing you to start tracking and managing potential sales opportunities right from the beginning get a account growth processes retrieves detailed descriptions of all account growth processes that are currently active in your system get a sales processes retrieves detailed information about all active sales processes, including each process’s stages, steps, and any custom fields that have been set up get all custom fields retrieves detailed descriptions of all custom fields that are used for companies, contacts, users, activities, and processes this helps you understand how each custom field is set up and used across different parts of your system get all prospecting processes retrieves detailed information about all prospecting processes that are currently active, giving you an overview of each ongoing process get all ticket processes retrieves detailed information about all ticket processes that are currently active, giving you an overview of each ongoing process templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} membrain resources you can have access to more resources related to this app on the following links membrain website membrain documentation membrain api documentation membrain page on make