Calley + Membrain

Create or update Calley contacts when new activities are created in Membrain

Automate your contact management with this workflow. When a new activity is logged in Membrain, it prompts an immediate update or creation of a contact in Calley. This efficient process helps ensure your contact lists always stay up-to-date, leaving you more time for meaningful interactions.

When this happens...
Activity Created
Triggers when a new activity is created.
TriggerPolling
automatically do this!
Create or Update Contact
Add a new Contact to a Calling List & assign it to an agent for calling or update an already existing Contact.
ActionWrite

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Supported triggers and actions

- Please select one or more Activity Types
Trigger
Polling
Try It
- Please select one or more Prospecting Campaigns
Trigger
Polling
Try It
- Please select one or more Campaign StagesRequired
Trigger
Polling
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- Please select one or more sales processes
Trigger
Polling
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- Please select one or more Process StagesRequired
Trigger
Polling
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- Activity Type
- Company NameRequired
- ContentsRequired
- Prospect Name
- Sales Project Name
- Organizer Name
- Contact Name
Action
Write
- Company NameRequired
- Contact NameRequired
Action
Write

- Campaign NameRequired
- Company NameRequired
- Contact Name
- Owner Name
Action
Write
- Calling ListRequired
- AgentsRequired
- Contact NameRequired
- Contact No.Required
- Reason of Call
Action
Write

Content Hub Item Created
Triggers when a Content Hub Item Created.
Trigger
Polling
Try It
- Please select one or more Prospecting Campaigns
Trigger
Polling
Try It
- Please select one or more Prospecting Campaigns
Trigger
Polling
Try It
- Please select one or more sales processes
Trigger
Polling
Try It
- Please select one or more sales processes
Trigger
Polling
Try It
- Company NameRequired
Action
Write
- TypeRequired
- ContentTypeRequired
- Name
- Link
- File
Action
Write
- Process NameRequired
- Opportunity NameRequired
- Company NameRequired
- Owner NameRequired
- Value
- Value Currency
- Estimated Closing Date
Action
Write