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.

We’ve made Score Card Questions and Groups available as conditions in Process Events and Rules, enabling more tailored and automated workflows.

What’s new?

You can now select Score Card groups or individual questions to trigger specific process actions. For example, you can create rules that act on overall scores or individual answers in a Score Card, ensuring your processes adapt to customer fit, deal risks, or other key factors.

How does it help you?

This new flexibility makes it easier to build smarter workflows that respond dynamically to key indicators in your Score Cards.

💡 This can be useful for scenarios such as:

• Ideal Customer Fit: Trigger additional steps if a Score Card indicates the customer isn’t an ideal fit.
• Deal Risk Management: Activate playbooks when specific answers in a "deal risk" Score Card highlight areas of concern.
• Tailored Sales Processes: Automate follow-ups based on scores to ensure no detail is missed.

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

We’ve enhanced Elevate with powerful new options for Recurring Coaching Sessions (1-on-1) and Group Sessions, giving you more control over how you manage your coaching activities.

What’s new?

Now, when creating a Coaching Activity, you can easily set it to recur by selecting one of several predefined patterns or building a custom schedule. These can be weekly, bi-weekly, or entirely tailored to your needs, like recurring meetings every Tuesday and Friday until a specific date.

Additionally, you can now create Group Sessions directly from the Calendar or Overview. This makes it simpler than ever to plan sessions for multiple people with just a few clicks.

How does it help you?

These updates make it seamless to plan ongoing coaching activities, helping you save time and stay consistent with your engagement.

💡 This can be useful for scenarios such as:

• Recurring Coaching: Schedule a weekly 1-on-1 session with your sales manager or set up a recurring team meeting to review deals, pipelines, and progress.
• Group Coaching: Organize team training sessions with an external sales expert or set up recurring workshops for your sales team.

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

Stay on top of important updates with our new Direct Email Notification Settings, ensuring you never miss critical events.

Why track engagement?

Understanding engagement is key to optimizing your sales efforts. The Timeline helps you visualize interactions over time, revealing trends and gaps so you can refine your approach. Whether it’s meetings, email activity, or content views, these insights help you focus on what drives success.

What’s new?

You can now opt-in for direct email notifications for:

• Membrain Meet Requests
• Assigned Tasks
• Comments & Mentions
  

These settings are found under "My Settings," and toggling them will send you immediate email alerts in addition to regular notifications within Membrain.

What does it do?

• Timely Alerts: Get instant email notifications for the events you care about.
• Customization: Choose exactly which notifications you’d like to receive by email.

How does it help you?

You’ll always stay informed of key actions, helping you respond faster and more effectively.

💡 This can be useful for scenarios such as:

• Important Requests: Receive immediate notifications for tasks and Meet Requests.
• Timely Responses: Stay on top of comments or mentions with email alerts.

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