Zapier Integration - More Flexibility and Automation for Your Sales Process

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.