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Automate tasks across Close with Excel

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Close and Excel work.

Connect your Close and Excel. 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.

Every action you need

Access 43 actions between Close and Excel.
Can’t find an action you need? Let us know.

List ActivitiesReadRun a list activities action in Close.Create ContactCreateCreate contact in Close.Delete ContactDeleteDelete contact in Close.Get ContactReadRun a get contact action in Close.List ContactsReadRun a list contacts action in Close.Update ContactUpdateUpdate contact in Close.Get Email TemplateReadRun a get email template action in Close.List Email TemplatesReadRun a list email templates action in Close.Create LeadCreateCreate lead in Close.Delete LeadDeleteDelete lead in Close.Get LeadReadRun a get lead action in Close.List LeadsReadRun a list leads action in Close.Merge LeadsCreateRun a merge leads action in Close.Update LeadUpdateUpdate lead in Close.List Lead StatusesReadRun a list lead statuses action in Close.

Frequently Asked Questions

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

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

Related integrations

Explore other ways to connect Close with the apps your team already uses, or browse every Close and Excel integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.