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Automate tasks across Cloutly with Salesforce

We work with you to understand your business processes, and automate all work between Cloutly and Salesforce.

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Cloutly and Salesforce.

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

Every action you need

Your company can interact with Cloutly and Salesforce using our 29 actions.
Can’t find what you need? Let us know.

Create BusinessCreateCreates a new business in Cloutly.
Get BusinessReadRetrieves business details from the Cloutly marketplace.
Get Business OAuth LinkReadRetrieves a business source auth link from Cloutly.
List BusinessesReadRetrieves businesses connected to your Cloutly account.
Health CheckReadVerifies Cloutly API key authentication setup.
List ReviewsReadRetrieves reviews for connected sources in Cloutly.
Send Review InviteCreateCreates a customer review invite in Cloutly.

Frequently Asked Questions

Common questions about working with MindCloud on your Cloutly and Salesforce integration.

Apps are the systems your business runs on, like Cloutly and Salesforce. 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.