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Automate tasks across Close with Trolley

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

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

Connect your Close and Trolley. 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 73 actions between Close and Trolley.
Can’t find an action you need? Let us know.

List ActivitiesReadRetrieves activities from Close.Create ContactCreateCreates a new contact in Close.Delete ContactDeleteDeletes an existing contact from Close.Get ContactReadRetrieves a contact from Close.List ContactsReadRetrieves contacts from Close.Update ContactUpdateUpdates an existing contact in Close.Get Email TemplateReadRetrieves an email template from Close.List Email TemplatesReadRetrieves email templates from Close.Create LeadCreateCreates a new lead in Close.Delete LeadDeleteDeletes an existing lead from Close.Get LeadReadRetrieves a lead from Close.List LeadsReadRetrieves leads from Close.Merge LeadsCreateMerges two leads in Close.Update LeadUpdateUpdates an existing lead in Close.List Lead StatusesReadRetrieves lead statuses from 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 Trolley.

Apps are the systems your business runs on, like Close and Trolley. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.

Related integrations

Explore other ways to connect Close with the apps your team already uses, or browse every Close and Trolley 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.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.StripeStripe 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 invite iconRequest an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expert iconTalk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updates iconGet updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.