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Automate tasks across CompanyHub with Salesforce

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

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

Every action you need

Your company can interact with CompanyHub and Salesforce using our 30 actions.
Can’t find what you need? Let us know.

Create RecordCreateCreates a new record in a CompanyHub table.
Delete RecordsDeleteDeletes one or more records from a CompanyHub table.
Get RecordReadRetrieves a record from a specific CompanyHub table.
List RecordsReadRetrieves records from a specific CompanyHub table.
Search RecordsReadFinds records in CompanyHub by broad text search.
Search Records by Exact MatchReadFinds records in CompanyHub by exact field criteria.
Update RecordUpdateUpdates an existing record in a CompanyHub table.
Get Current UserReadRetrieves the current user from CompanyHub.

Frequently Asked Questions

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

Apps are the systems your business runs on, like CompanyHub 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.