Docs

Automate tasks across Callingly with Salesmate

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Callingly and Salesmate talk.
Here are some common ways to automate work between them.

Send a Salesmate notification when Callingly receives a high-priority item.Try now
Create a Salesmate follow-up from new qualified activity in Callingly.Try now
Copy new customer details from Callingly into Salesmate.Try now
Update the matching Salesmate item when a Callingly status changes.Try now
Start a review in Salesmate when Callingly flags an exception.Try now
Summarize new Callingly activity and save it in Salesmate.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Callingly and Salesmate work.

Connect your Callingly and Salesmate. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Callingly and Salesmate.

MindCloud connects Callingly and Salesmate so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.