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Automate tasks across HelloLeads with Referral Factory

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make HelloLeads and Referral Factory talk.
Here are some common ways to automate work between them.

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your HelloLeads and Referral Factory work.

Connect your HelloLeads and Referral Factory. 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 14 actions between HelloLeads and Referral Factory.
Can’t find an action you need? Let us know.

Create LeadCreate lead in HelloLeads.List LeadsRun a list leads action in HelloLeads.List Lead ListsRun a list lead lists action in HelloLeads.

Frequently asked questions

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

MindCloud connects HelloLeads and Referral Factory 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.