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CDP & CRM CareCloud
Google Sheets

Connect CDP & CRM CareCloud and Google Sheets

Explore ready-made CDP & CRM CareCloud and Google Sheets templates and start automating in minutes.

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Create a custom workflow

Integrate CDP & CRM CareCloud with Google Sheets and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Google Sheets
Trigger: Perform a Function
CDP & CRM CareCloud
Action: Select an action
1. Select a trigger

  • Receives data from the MAKE_FUNCTION or INTEGROMAT functions used in a sheet. Please note, the Sheets Add-On is required.

  • Triggers when a cell is updated. Watches only changes made in Google Sheet app. Sheets Add-On required.

  • Triggers when a new row is added.

2. Select an action

  • Adds a new campaign to CRM CareCloud.

  • Adds a new customer account in CRM CareCloud.

  • Adds a new event to CRM CareCloud.

  • Adds a new specific customer property record to a customer account.

  • Sends the final closed bill to CareCloud.

  • Deletes a specific customer property record on a customer account.

  • Gets information about all details of a specific campaign.

  • Gets information about a specific customer account.

  • Gets information about a specific product group.

  • Gets information about a specific product.

  • Gets information about points overview of the customer in time interval.

  • Shows credit, point and voucher summary of purchase.

  • Performs an arbitrary authorized API call.

  • Updates the information on a specific customer account.

  • Updates a specific customer property record on a customer account.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between CDP & CRM CareCloud and Google Sheets.

Add a Conditional Format Rule
Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.
Action
Add a Row
Appends a new row to the bottom of the table.
Action
Add a Sheet
Adds a new sheet.
Action
Bulk Add Rows (Advanced)
Appends multiple rows to the bottom of the table.
Action
Bulk Update Rows (Advanced)
Updates multiple rows.
Action
Clear a Cell
Clears a specific cell.
Action
Clear a Row
Clears values from a specific row.
Action
Clear Values from a Range
Clears a specified range of values from a spreadsheet.
Action
Copy a Sheet
Copies a sheet to another spreadsheet.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.