Automations

Save time by automating repetitive tasks with Membrains powerful automation engine

For Most Things - Humans Are Better
But Automation Has Its Place

With Membrain’s Automation, you can automate the right steps so your team has more time for the most valuable work.

Automations can:

Perform a sequence of Steps for a given item in Membrain.
Execute on a Company, Contact, Prospect, Sales Project or Account Growth Project.

You can enroll an item in Automation manually one by one, in batch, from a process step or via an automated process event, or use automatic enrollment criterias.

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Examples of how to use Automations

 

Automatic Prospect Assignment


Automatic Prospect Assignment

Use conditional steps and randomization to automatically assign Prospects by territory, size, product interest, and more.

 

 

Automatically Archive or Renew Account Growth Projects

Automatically Archive or Renew Account Growth Projects

If you run an Account Growth Project year to year, you can set up an automation to close out last year and start a new one.

 

 

Data Clean-Up And Categorization

 

Data Clean-Up And Categorization

Leverage automations to set data based on existing data points. Ex. set a more easily filterable NPS Category based on an NPS score field.

 

Other ways to use Automations

Conditional Branching
Random Branching
Delay Between Steps
Set Properties
Add/Remove Labels
Change Owner
Change Status
Create Tasks
Create Prospects/Sales Projects/Account Growth Projects/Tickets
Send Emails
Send Messages to Guide/Slack/Teams
Enroll or Unenroll from other Automations
Send Webhooks to External Services
Change Process
Move Projects Between Stages
Set Next Step in a Process

Learn More About Automations

Head over to our Help Center for guides, tips, and step-by-step instructions to learn more about Automations.

Automations included in:  ProspectingProspecting , ActivePipelineActive Pipeline , AccountGrowthAccount Growth

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