Membrain

Connect Membrain CRM with Salescaling to sync companies, contacts, opportunities, and log meetings as activities.

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 account to Membrain?

1. Go to Settings > Integrations.

2. Find the card for Membrain and click on Connect.

3. Enter the subdomain of your instance (for example, 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 API key valid (sent in the header APIKey).

• The subdomain from 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 owner of 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. Information flow: From Salescaling to Membrain

After a meeting is processed, Salescaling can write data in 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 enabled).

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

5. Information flow: From Membrain to Salescaling

Salescaling imports and periodically 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, 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 section Custom field mapping, map Salescaling fields to CustomField{GUID} of Membrain.

3. Supported types include text, number, date, select and currency. File, ScoreCard and Calculation 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; import and sync use pagination and retries on HTTP 429.

• Contact without company: contacts without CompanyId in Membrain may be omitted or may require a placeholder company depending on the tenant configuration.

• Meetings without activity: configure Call activity type in Settings (calls) or the legacy meeting type for video calls.

Unlike HubSpot, Zoho or Salesforce, Membrain does not use OAuth or webhooks. The connection is made with subdomain and API key, and inbound synchronization depends on periodic cycles (~10 minutes).