An automated workflow using integromat
Connects CloudTalk + Google Sheets
Save new CloudTalk contacts to a Google Sheets spreadsheet
About this workflow template
This automation scenario allows you to connect CloudTalk and Google Sheets
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
CloudTalk and Google Sheets can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in CloudTalk
Watch New Contact in CloudTalk
Triggers when a contact has been created.
Then this action happens in Google Sheets
Add a Row in Google Sheets
Appends a new row to the bottom of the table.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Save new CloudTalk contacts to a Google Sheets spreadsheet.
Part I
Configure Applications
First, we need to connect CloudTalk and Google Sheets to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect CloudTalk to Make.com.
Give Make.com access to your CloudTalk account, using CloudTalk credentials.
Connect Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for CloudTalk
Choose the following trigger: Watch New Contact (Triggers when a contact has been created.).
Then set up an Action for Google Sheets
Choose this action: Add a Row (Appends a new row to the bottom of the table.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between CloudTalk and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Save new CloudTalk contacts to a Google Sheets spreadsheet!
Related Automation Templates
Supported triggers and actions
New spreadsheet row
Triggers when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggers when a new spreadsheet is created.
triggerbyzapierautomateio
Create a contact
Creates a contact.
actionbyintegromatCreate contact
Create a new contact.
actionbyzapierUpdate contact
Update an existing contact
actionbyzapierCreate an activity
Creates an activity.
actionbyintegromatUpdate a contact
Modifies a contact.
actionbyintegromatCreate or update activity
Creates a new or updates an existing activity.
actionbyzapier
Apps you need
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
