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Automate tasks across SalesViewer with Close

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your SalesViewer and Close work.

Connect your SalesViewer and Close. 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 43 actions between SalesViewer and Close.
Can’t find an action you need? Let us know.

Search SessionsRun a search sessions action in SalesViewer.Search Sessions by Form DataRun a search sessions by form data action in SalesViewer.

Frequently asked questions

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

MindCloud connects SalesViewer and Close 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.