Integrate Membrain B2B growth platform with Onedrive to synchronize your data storage and reporting processes.

This integration ensures seamless data flow between systems, enabling efficient data management and improved accessibility.​

What the Integration Enables:

  • Automated Reports: Set up scheduled reports in Membrain that are automatically saved to Onedrive for consistent data monitoring.
  • Data Imports: Import data from Onedrive into Membrain to keep your CRM up-to-date with the latest information.​
  • Customizable Field Mapping: Define specific data fields to sync between Membrain and Onedrive, tailoring the integration to your business needs.​
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Membrain

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Onedrive

Use Case Inspiration:

  • Schedule automated reports in Membrain to be saved directly to shared Onedrive folders—keeping external stakeholders aligned with up-to-date insights without manual effort.
  • Import updated customer lists or financial data from spreadsheets stored in OneDrive into Membrain, keeping your CRM aligned with backend systems and reducing the risk of outdated or incomplete records.

Two levels of integration, built for flexibility

Choose between our out-of-the-box native integration for fast implementation, or a custom-built extension that enhances the standard version to meet your unique requirements. Learn more about the standard integration here.

How to Get Started

You can set up the integration through System Setup (admin access required) by following the steps outlined in this Help Center article.

If you need assistance, our Customer Success Team is happy to help you get everything sorted.

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Looking For Another Integration?

The integrations listed above are the integrations offered directly by Membrain. With Membrains powerful API 3rd parties can offer custom integrations for any purpose, or you can build your own!

If you want to know more about integrating with Membrain, don't hesitate to reach out to us.

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