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Automate tasks across CRM in Cloud with Customerly

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make CRM in Cloud and Customerly talk.
Here are some common ways to automate work between them.

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your CRM in Cloud and Customerly work.

Connect your CRM in Cloud and Customerly. 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 24 actions between CRM in Cloud and Customerly.
Can’t find an action you need? Let us know.

Search activitiesRun a search activities action in CRM in Cloud.Count activitiesRun a count activities action in CRM in Cloud.Get new activity instanceRun a get new activity instance action in CRM in Cloud.Search appointmentsRun a search appointments action in CRM in Cloud.Count appointmentsRun a count appointments action in CRM in Cloud.Get new appointment instanceRun a get new appointment instance action in CRM in Cloud.Search companiesRun a search companies action in CRM in Cloud.Count companiesRun a count companies action in CRM in Cloud.Get new company instanceRun a get new company instance action in CRM in Cloud.Search contactsRun a search contacts action in CRM in Cloud.Count contactsRun a count contacts action in CRM in Cloud.Get new contact instanceRun a get new contact instance action in CRM in Cloud.Search leadsRun a search leads action in CRM in Cloud.Count leadsRun a count leads action in CRM in Cloud.Get new lead instanceRun a get new lead instance action in CRM in Cloud.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with CRM in Cloud and Customerly.

MindCloud connects CRM in Cloud and Customerly so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

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.