How to connect Memberstack and Salesforce
Create a New Scenario to Connect Memberstack and Salesforce
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Memberstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Memberstack or Salesforce will be your first step. To do this, click "Choose an app," find Memberstack or Salesforce, and select the appropriate trigger to start the scenario.

Add the Memberstack Node
Select the Memberstack node from the app selection panel on the right.

Memberstack
Configure the Memberstack
Click on the Memberstack node to configure it. You can modify the Memberstack URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Salesforce Node
Next, click the plus (+) icon on the Memberstack node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.

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Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Memberstack and Salesforce Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Memberstack and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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Webhook response

Save and Activate the Scenario
After configuring Memberstack, Salesforce, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Memberstack and Salesforce integration works as expected. Depending on your setup, data should flow between Memberstack and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Memberstack and Salesforce
Memberstack + Salesforce + Slack: When a new member signs up in Memberstack, a new lead is created in Salesforce. Subsequently, a welcome message is sent to the new member via Slack.
Salesforce + Memberstack + QuickBooks: When an opportunity closes in Salesforce, a new member is created in Memberstack and a corresponding customer is created in QuickBooks.
Memberstack and Salesforce integration alternatives
About Memberstack
Automate Memberstack user management with Latenode. Create workflows to onboard/offboard users based on triggers in other apps. Use webhooks to sync data, grant access, or update profiles. Connect Memberstack to CRMs, email tools, or databases for automated membership lifecycle management—all visually, without code, and at scale.
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About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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See how Latenode works
FAQ Memberstack and Salesforce
How can I connect my Memberstack account to Salesforce using Latenode?
To connect your Memberstack account to Salesforce on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Memberstack and click on "Connect".
- Authenticate your Memberstack and Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Salesforce when a Memberstack subscription changes?
Yes, Latenode allows real-time updates. Trigger workflows based on subscription changes in Memberstack and automatically update corresponding records in Salesforce, ensuring data accuracy.
What types of tasks can I perform by integrating Memberstack with Salesforce?
Integrating Memberstack with Salesforce allows you to perform various tasks, including:
- Create a new Salesforce lead when a new Memberstack member signs up.
- Update a Salesforce contact when a Memberstack member updates their profile.
- Add a contact to a Salesforce campaign when a Memberstack member purchases a plan.
- Trigger personalized email sequences in Salesforce based on Memberstack activity.
- Automatically grant Salesforce access based on Memberstack membership level.
HowsecureistheMemberstackSalesforceintegrationonLatenode?
Latenodeemploysindustry-standardsecuritymeasures,includingencryptionandsecureauthentication,toensurethesafetysandintegrityofyourdata.Yourcredentialsarestoredsecurely.
Are there any limitations to the Memberstack and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time updates depend on the Memberstack and Salesforce API availability.
- Rate limits on the Memberstack and Salesforce APIs may affect high-volume workflows.