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Automate tasks across Pipeline CRM with Cyfe

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Pipeline CRM and Cyfe talk.
Here are some common ways to automate work between them.

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Pipeline CRM and Cyfe work.

Connect your Pipeline CRM and Cyfe. 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 Pipeline CRM and Cyfe.

Apps are the systems your business runs on, like Pipeline CRM and Cyfe. 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.