Membrain

Connect Membrain CRM with Salescaling to import companies, contacts, and opportunities, keep data periodically synchronized, and log your meetings as activities in Membrain.

1. Connection Process

How to connect your Membrain account?

1. Go to Settings > Integrations.
2. Find the Membrain card and click Connect.
3. Enter your instance's subdomain (e.g., acme if your URL is https://acme.membrain.com).
4. Enter the API key generated in Membrain.
5. After validating the credentials, an initial import of companies, contacts, and opportunities is queued.

Membrain does not offer webhooks: incoming changes are detected with an incremental sync approximately every 10 minutes.

2. Requirements and Permissions

To connect the integration, you need:

• A Membrain account with access to the API REST v2.
• A valid API key (sent in the APIKey header).
• The subdomain of your Membrain instance.

3. Configuration (Settings)

With the integration connected, open Settings on the Membrain card:

Field	Usage
Default sales process	Default sales process.
Call activity type	Activity type used when creating calls in Membrain.
Default opportunity owner	Default opportunity owner when applicable.
Custom field mapping	Mapping of Salescaling custom fields to Membrain properties.

Configure Call activity type so that calls processed in Salescaling generate activities in Membrain.

4. Information Flow: From Salescaling to Membrain

After a meeting is processed, Salescaling can write data to Membrain:

• Meeting activities: meeting summaries and notes as activities linked to associated company, contact, or opportunity.
• Custom fields: values of mapped custom fields (with the To CRM toggle active).

Salescaling does not create or update companies, contacts, or opportunities in Membrain; entity synchronization is primarily inbound.

5. Information Flow: From Membrain to Salescaling

Salescaling periodically imports and synchronizes:

• Companies → companies in Salescaling.
• Contacts → contacts (require CompanyId in Membrain; the company-contact relationship is created).
• Opportunities → deals, linked to the company by CompanyId.
• Records deleted in Membrain (Deleted=true or IncludeDeleted) are reflected as deleted in Salescaling.

This data feeds the Associations functionality, linking each recording with the correct contact, company, and/or deal records.

6. Custom fields

1. Open Settings on the Membrain card.
2. In the Custom field mapping section, map Salescaling fields to Membrain CustomField{GUID} properties.
3. Supported types include text, number, date, select, and currency. File, ScoreCard, and Calculation are not synchronized.
4. Activate To CRM in each mapping to send values to Membrain after processing meetings or calls.

7. Troubleshooting

• Slow import: Membrain limits the request rate; import and sync use pagination and retries for HTTP 429.
• Contact without company: contacts without CompanyId in Membrain may be omitted or require a placeholder company depending on tenant configuration.
• Meetings without activity: configure Call activity type in Settings (calls) or the inherited meeting type for video calls.