The Fortnox integration is now available as a preview, providing an early look at how it connects Membrain with your accounting system into Membrain, making it easier to connect sales and accounting operations.

This follows the same approach as our ConnectWise and Microsoft Business Central integrations.

What This Feature Does

• Sync Companies – Automatically match companies in Membrain with customers in Fortnox.
• Reduce Manual Data Entry – Keep records updated without extra work.
• Align Sales and Accounting – Ensure financial records reflect sales activities.

• Saves Time – Eliminates the need for duplicate data entry.
• Reduces Errors – Ensures accurate financial reporting.
• Improves Workflow – Keeps sales and accounting teams aligned.

Need help with this update? Visit our Help Center,  contact us via the in-product chat, or reach out to us by email at support@membrain.com.

We’ve introduced a new way to manage Win, Archive, and Disqualify Reasons in Process Settings. This update gives you greater control over how your team categorizes sales outcomes.

What’s New?

• Customize Outcome Reasons – Define specific reasons for each Sales or Prospecting Process.
• Updated Outcome Tab – A cleaner layout for better usability.
• More Accurate Reporting – Keep only relevant reasons in your data.

How It Works

• Allowed Win Reasons and Allowed Archive Reasons for Sales Projects.
• Allowed Disqualify Reasons for Prospects.

3. By default, all reasons are available. Selecting specific reasons ensures better data tracking.

This update helps sales teams maintain structured and relevant sales data, improving decision-making and reporting.

Need help with this update? Visit our Help Center,  contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Managing your sales processes just got easier. We’ve introduced key enhancements to Process Events, giving your team more automation and control over workflows. These updates ensure that processes are executed seamlessly, keeping prospecting, sales, and account growth initiatives aligned and effective.

What’s New?

Set Process, Stage, and Step from Process Events

You can now assign a process, stage, and step to a project directly from an event, making it easier to ensure that the right workflow is followed at the right time.

• Select the process, stage, and step while setting up or editing an event.
• The default process is automatically selected for efficiency.
• Available for most events, ensuring that transitions between process stages are structured and clear.

This makes executing processes more streamlined and automated, ensuring sales teams follow best practices without extra manual work.

Add Internal Stakeholders from Process Events

Managing stakeholders within a process is now more flexible. You can now add internal stakeholders directly from Process Events, just like in Automations.

• Assign internal stakeholders to key process events to enhance collaboration.
• Helps keep all relevant team members informed and engaged in the right stages of a project.

Set Status from Process Events

You can now update a project’s status directly from Process Events, just like in Automations.

• Change project status dynamically based on event triggers.
• Ensures that projects are properly categorized, including disqualifications or moving them out of circulation when necessary.

Why it Matters

These updates bring more flexibility and efficiency to sales execution. With these new capabilities, you can:

• Automate workflow transitions without manual intervention.
• Improve alignment between sales activities and business objectives.
• Ensure team collaboration and stakeholder visibility at critical stages.

Get Started Today 

Log in to explore these new Process Event capabilities and see how they can streamline your workflow. For more details, visit our Help Center or reach out to our support team at support@membrain.com.

We’re making Zapier even more powerful with new updates that give you greater control over your sales data and automation workflows. These enhancements ensure smoother data synchronization, better tracking of prospects, and new triggers to streamline your processes.

What’s New?

1. Create New Prospects Even if One Already Exists

You can now create a new Prospect in Zapier, even if one already exists for a specific Company in a specific Process.

• We’ve added the “Create Only If” options found in Process Events to Zapier.
• This gives you more flexibility to track multiple prospects without missing sales opportunities.

2. Add and Update the Country Field for Companies

Keeping company data consistent across platforms is now easier with support for the Country field in Zapier.

• You can now add or update a Company’s Country field through Zapier.
• The Country name must match Membrain’s predefined list to work properly.
• Zapier provides tools to adjust data formatting if needed.

3. New Triggers for Company and Contact Creation

We’re introducing new triggers in Zapier that automatically fire when a new Company or Contact is created in Membrain.

• Use these triggers to automate follow-ups, update external systems, or start workflows when new records are added.
• This saves time and ensures that key actions happen instantly without manual input.

Why it Matters

These new capabilities allow you to:

• Capture more prospects without limitations.
• Keep company data accurate and up to date across systems.
• Automate key tasks when new records are created.

Start Automating Smarter

These updates are now available in Zapier. Log in and start optimizing your sales workflows today. If you need help getting started, visit our Help Center or reach out to our support team at support@membrain.com.

Keeping a consistent coaching rhythm is key to long-term sales success. With this latest update to Elevate, we’re making it easier for coaches and managers to track ongoing coaching activities and maintain a structured coaching cadence.

What’s New?

We’ve added visibility for recurring coaching activities directly in the Coaching Insights tab. This ensures that scheduled coaching sessions are easily accessible, helping sales leaders maintain accountability and alignment within their teams.

Key Benefits

• Stronger Coaching Cadence: Keep track of scheduled coaching sessions to ensure regular check-ins and meaningful progress.
• Improved Team Alignment: Helps managers reinforce a structured approach to coaching that supports continuous development.
• More Efficient Coaching Sessions: Ensures that ongoing coaching efforts stay on track without missing key follow-ups.

With this update, coaching becomes a deliberate and strategic practice rather than an ad-hoc effort. By maintaining a structured coaching rhythm, teams can drive more consistent improvements in sales performance.

Have a question about this update? Visit our Help Center, contact us via the in-product chat, or reach out to us at support@membrain.com.

We’re introducing a ConnectWise Integration to enable two-way syncing of Companies and Contacts between Membrain and ConnectWise. This feature is currently in preview, and interested customers can reach out to try it out!

What’s new?

• Bi-directional sync for Companies and Contacts, similar to our HubSpot integration.
• Filters in Membrain to control which data gets synced.
• Field mapping setup with default mappings for core fields like name and email.
• Initial setup includes authentication and field-matching for ConnectWise’s API.

Note: This integration does not include marketing-specific features like “Create Prospect.”

Need help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Getting started with Elevate is now simpler than ever!  Our new Elevate Setup Guide walks you through everything step by step, so you can quickly set things up and start using Elevate without any hassle.

What’s new?

• The Setup Guide is now integrated into Membrain, making it easier to navigate and complete essential setup steps.
• Steps are clickable, initiating dialogs or guiding users to the right locations.
• Each step is automatically marked as completed upon action, but you can manually complete or uncomplete steps at any time.
• The Setup Guide notification is visible for all Admin Users and remains accessible in the Guide panel.
• You can close or fully end the Setup Guide when you are done.
  
  

How does it help you?

Setting up Elevate the right way helps you get the most out of it for sales coaching and team development. The Setup Guide walks you through the process, making it easy to get started and start coaching your team.

Have a question about this update? Visit our Help Center, contact us via the in-product chat, or reach out to us at support@membrain.com.

Tracking stakeholder engagement just got easier! We’ve added an Activity/Engagement Timeline to the Stakeholder Dialog in Project contexts.

What’s new?

• A timeline view displaying activity and engagement history for each Stakeholder within a Project.
• Available only for Stakeholders/Contacts, not Internal Stakeholders.
• Designed for better visualization of key interactions related to ongoing projects.

How does it help you?

By giving you a clear view of engagement history, this feature helps you stay on top of important stakeholder interactions, making sure no key points are missed.

Need help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

We’ve made updates to our integration with Objective Management Group (OMG) to ensure Elevate pulls assessment scores directly from the OMG API with improved accuracy and expanded data access.

What’s new?

• Assessment scores now sync effortlessly from the OMG API, ensuring they reflect the latest values without manual adjustments.
• Enhanced data mapping for a more precise experience.
• More assessment properties are now available, giving you a deeper view of sales performance.

How does it help you?

With these enhancements, your reports stay consistent, reliable, and fully aligned with OMG’s system, helping you make better decisions with confidence.

Need help with this update? Visit our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

We are excited to introduce a new Microsoft Business Central integration for syncing Companies and Contacts within Membrain. This integration ensures that essential business information stays up to date across your systems, helping your team work more efficiently.

What’s New?

This integration allows users to seamlessly sync Companies and Contacts from Microsoft Business Central to Membrain, ensuring that your CRM reflects the latest updates without requiring manual data entry.

Key Features

• Selective Syncing: Apply filters to determine which Companies and Contacts should be synced, giving you greater control over your data.
• Effortless Data Maintenance: Keeps Company and Contact details aligned between systems without manual intervention.

Why it Matters

Maintaining accurate and up-to-date customer information is critical for successful sales execution. With this integration:

• Reduce manual data entry and eliminate discrepancies.
• Ensure consistency between Microsoft Business Central and Membrain.
• Gain better control over which records are included in Membrain, improving data accuracy.

Start leveraging the Microsoft Business Central sync to keep your Companies and Contacts updated effortlessly. Stay organized and in control without extra admin work.

Get Started Today 

For more details on setup and configuration, check out this Help Center article or contact our support team at support@membrain.com.