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Automate tasks across DealMachine with MethodCRM

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your DealMachine and MethodCRM work.

Connect your DealMachine and MethodCRM. 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 40 actions between DealMachine and MethodCRM.
Can’t find an action you need? Let us know.

List Custom FieldsRun a list custom fields action in DealMachine.Add LeadAdd lead in DealMachine.Add Lead To ListsAdd lead to lists in DealMachine.Add Tags To LeadAdd tags to lead in DealMachine.Assign Team Member To LeadRun an assign team member to lead action in DealMachine.Delete LeadDelete lead in DealMachine.End Lead Mail SequenceRun an end lead mail sequence action in DealMachine.Get LeadRun a get lead action in DealMachine.List LeadsRun a list leads action in DealMachine.Pause Lead Mail SequenceRun a pause lead mail sequence action in DealMachine.Remove Lead From ListsRemove lead from lists in DealMachine.Remove Tags From LeadRemove tags from lead in DealMachine.Start Lead Mail SequenceRun a start lead mail sequence action in DealMachine.Update Lead Custom FieldUpdate lead custom field in DealMachine.Update Lead StatusUpdate lead status in DealMachine.

Frequently asked questions

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

MindCloud connects DealMachine and MethodCRM 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.