Membrain

Connect Membrain CRM with Salescaling to import companies, contacts, and opportunities, keep data synchronized periodically, 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 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 REST API v2.
• A valid API key (sent in the APIKey header).
• Your Membrain instance subdomain.

3. Settings

With the integration connected, open the settings icon (gear) on the Membrain card. The modal includes:

Timeline sync

Controls what Salescaling writes to the Membrain timeline:

Option	Usage
Sync meeting summary	Creates the call or meeting summary activity.
Sync smart category notes	Creates the consolidated note with clips grouped by Smart Category.

See CRM timeline synchronization for recommended scenarios and frequently asked questions.

Membrain specific configuration

Field	Usage
Default sales process	Default sales process.
Call activity type	Activity type used when creating calls in Membrain.
Default opportunity owner	Default owner for opportunities 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. Data 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 the associated company, contact, or opportunity.
• Custom fields: mapped custom field values (with the To CRM toggle active).

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

5. Data 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 powers 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 types are not synchronized.
4. Enable To CRM on each mapping to send values to Membrain after processing meetings or calls.

7. Troubleshooting

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