Docs

Put Automate Sales CRM to workacross your business

Integrate Automate Sales CRM between all of the tools your business uses. MindCloud works with you to connect apps, move data and keep processes running.

Describe what you want to automate in Automate Sales CRM. The field supports multiple lines but stays at a fixed height.

Businesses automate real work through MindCloud every day.

Every action you need

Access 1 actions within Automate Sales CRM.
Can’t find an action you need? Let us know.

How can I use the Automate Sales CRM app?

MindCloud is the Universal App Layer. We make it easy to talk to your applications, whatever the use case.

Build workflows. MindCloud’s Gravity platform helps you build robust automations around Automate Sales CRM.

Get Automate Sales CRM leadsTrigger

Fetched leads from Automate Sales CRM

Filter to complete leads

Applied filter to leads

Loop through 5 leads

Iterating over each lead

Check if lead is complete

Condition: lead has required fields
then

Skip and continue

Skipped - lead already complete
else

Check if lead needs review

Condition: lead needs review

Save review note in Notion

Added review context for lead

Capture leads from forms into CRM in Automate Sales CRM.

Thinking...

Automate. Tell Cirra what you do in Automate Sales CRM so she can take the grunt work out of your job.

Wire your product. Our Universal REST API lets you easily connect and talk to Automate Sales CRM from your codebase.

Connect to your Agent. Expose your agent to Automate Sales CRM and 3100+ other applications with a single MCP server.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Automate Sales CRM.

An app is simply a tool your business already uses, like Automate Sales CRM, your accounting system, or your email.

An action is one thing MindCloud does inside that app, such as creating lead v2, updating a customer, or moving data from Automate Sales CRM into another system.

You connect your apps, choose the actions you want, and MindCloud runs them automatically. That's it. No code, no spreadsheets, and no copying data by hand.