Salesflare Salesflare Integrations

CDP & CRM CareCloud and Salesflare

crmcarecloud.com ↗

How to connect CDP & CRM CareCloud

CDP & CRM CareCloud operations on Make

Actions (15)

Things Salesflare can make it do

  • Create a Campaign — Adds a new campaign to CRM CareCloud.
  • Create a New Customer — Adds a new customer account in CRM CareCloud.
  • Create a New Event — Adds a new event to CRM CareCloud.
  • Create a Property to a Customer — Adds a new specific customer property record to a customer account.
  • Create a Purchase — Sends the final closed bill to CareCloud.
Show 10 more actions
  • Delete a Property on a Customer — Deletes a specific customer property record on a customer account.
  • Get Detail of a Product — Gets information about a specific product.
  • Get Points Overview — Gets information about points overview of the customer in time interval.
  • Get Purchase Summary — Shows credit, point and voucher summary of purchase.
  • Get a Campaign — Gets information about all details of a specific campaign.
  • Get a Customer — Gets information about a specific customer account.
  • Get a Product Group — Gets information about a specific product group.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Customer — Updates the information on a specific customer account.
  • Update a Property on a Customer — Updates a specific customer property record on a customer account.

Searches (23)

Look up existing records

  • Get a Collection of Event Properties — Gets information about all property records on an event.
  • Search Available Products — Searches information about all available products.
  • Search Campaign Products — Searches information about all available campaign products.
  • Search Card Types — Searches information about all customer card types.
  • Search Customer Cards — Searches information about all customer cards.
Show 18 more searches
  • Search Customer Consents — Searches all consents accepted in CRM CareCloud.
  • Search Customer Properties — Searches information about all property records on a customer account.
  • Search Customer Properties — Searches information about customer properties.
  • Search Customer Purchases — Searches information about all customer account purchases.
  • Search Customer Rewards — Searches information about all customer rewards.
  • Search Customer Source Records — Searches information about all customer account source records.
  • Search Customer Sources — Searches information about all customer account sources.
  • Search Customer Vouchers — Searches information about all customer vouchers.
  • Search Customers — Searches all customer accounts.
  • Search Event Properties — Searches information about event properties.
  • Search Event Types — Searches all event types.
  • Search Events — Searches information about all events.
  • Search Product Groups — Searches all product groups.
  • Search Purchase Items — Searches information about all purchase items created in relation to a specific purchase.
  • Search Purchases — Searches information about all purchases.
  • Search Statuses — Searches information as a collection of all recent statuses.
  • Search Stores — Searches information about all stores.
  • Search a Collection of Status records — Searches information about all status records on a customer account.

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free