Membrain

membrain is a b2b growth platform focused on structured sales processes, coaching, and analytics for sales teams integrating membrain with make com enables automated workflows, improved data sync, and enhanced productivity for b2b sales organizations 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 an api key and access the api documentation, create your account on membrain app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and 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 retrieve your api key from the platform ensure you are logged in to the platform with admin level user access navigate to the system setup section go to the area labeled membrain api, forms, beacon, automations & data clean up locate the api documentation and the option to create an api key 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 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 specific activity type you choose this module lets you define the type of activity you want to add, making it easy to organize and track different kinds of tasks or events create a company adds a new company record to your membrain account, allowing you to store and manage information about that organization create a contact adds 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 (also known as a sales project) in membrain, allowing you to start tracking and managing a potential deal from the initial stage 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 for all account growth processes that are currently active, giving you an overview of each ongoing process get a sales processes retrieves detailed information about all ongoing sales processes, including each process’s stages, steps, and any custom fields that have been set up get all custom fields retrieves detailed information about all custom fields that are used for companies, contacts, users, activities, and processes this helps you understand the specific fields available and how they are set up within each category get all prospecting processes retrieves detailed information about all prospecting processes that are currently active get all ticket processes retrieves detailed descriptions of 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