Docs

Automate tasks across Hub Planner with Salesflare

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Hub Planner and Salesflare talk.
Here are some common ways to automate work between them.

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Hub Planner and Salesflare work.

Connect your Hub Planner and Salesflare. 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.

Frequently asked questions

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

MindCloud connects Hub Planner and Salesflare so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.