Integrate Membrain with Retently

Trigger NPS/CSAT surveys after key sales milestones or customer interactions, sync customer profiles and sales data with Retently, and use feedback scores to enhance sales strategies and customer relationship management.

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About Membrain

Membrain is a sales enablement tool that helps teams manage their sales processes and customer relationships. It allows users to create activities, manage prospects, and track sales projects.

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Membrain to Retently

1

Activity Created

Triggers when a new activity is created.
2

Prospect Disqualified

Triggers when a prospect has been disqualified.
3

Prospect Moved to Stage

Triggers when a prospect is moved to a specific stage.
4

Sales Project Archived

Triggers when a sales project is archived.
5

Sales Project Moved to Stage

Triggers when a sales project is moved to a specific stage.
6

Content Hub Item Created

Triggers when a Content Hub Item is created.
7

Prospect Created

Triggers when a new Prospect is created.
8

Prospect Won

Triggers when a Prospect is converted to a Sales Project.
9

Sales Project Created

Triggers when a new sales project is created.
10

Sales Project Won

Triggers when a sales project is won.
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Retently to Membrain

1

Create Activity

Creates an activity in a Membrain activity stream.
2

Create Contact

Creates a new contact.
3

Create Prospect

Creates a new prospect.
4

Create Company

Creates a new company.
5

Create Content Hub Item

Creates a new content hub item.
6

Create Sales Project

Creates a new sales project.

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