Make.com is an online platform that allows businesses to visually create, build, and automate workflows by linking applications and services together with just a few clicks. With Make.com, businesses can automate workflows across thousands of apps and easily synchronize their data and processes.
Make.com is a no-code platform, which means users do not have to have any knowledge of coding and businesses do not need to hire developers to automate their business processes. Businesses can connect any app or API (application programming interface) together. They can visualize and create any workflow with as many steps as needed in minutes. In short, businesses can say goodbye to manual repetitive tasks and save many work hours using Make.com.
In order to automate business operations with Make.com, users set scenarios to create connections that transfer data from one platform to another via triggers and actions. A scenario comprises of a series of modules that indicate how data should be transferred and transformed between apps/services. Scenarios can be set to run instantly or can be scheduled to use whenever needed.
SpreadsheetWeb is a no-code platform designed to give businesses the ability to turn their spreadsheets into full-blown web applications, including complete support for spreadsheet calculations and a variety of extensible features.
With SpreadsheetWeb’s Make.com integration, SpreadsheetWeb applications can be fully integrated into Make.com, with all of their calculations and formulas intact. This integration offers businesses a cost-effective, flexible, and no-code solution to automate their business operations.
Over the next two sections, we will show you how you can use SpreadsheetWeb's Make.com integration across two common use cases.
Connecting an Online Calculator to a CRM System
The first use case we will highlight is connecting a SpreadsheetWeb application to a CRM system with Make.com. We are going to use an online calculator built with SpreadsheetWeb. The goal is to push user-submitted data and calculation output to a CRM system as a new lead by using a Make.com scenario.
Spreadsheets are the most common solution for building business calculators. Many businesses build calculators to use as lead-generation tools on their websites. Converting the user-submitted calculator data into a lead is a central aspect of automating this process.
With SpreadsheetWeb, these calculators can be converted into interactive online calculators without any programming. Using Make.com, they can then be connected to any CRM system.
The whole process can be completed in just a few minutes by creating a scenario in Make.com that is triggered by the creation of a new record in SpreadsheetWeb. When a new record is created in SpreadsheetWeb, the scenario will be triggered and the data from the record will be transferred to the configured CRM system as a new lead.
Embedding Pricing Calculations into a CRM System
The second use case is to embed pricing calculations into CRM systems using Make.com. Many businesses use Excel to build quoting applications since creating sales quotes for customers can be a complex process, depending on various factors like taxes, quantities, unit prices, and product combinations.
Using only Excel to generate these quotes can prove costly for a company, as the process of transferring the pricing information into a CRM system manually can be tedious and time intensive for a sales team.
With SpreadsheetWeb’s Make.com integration, those pricing spreadsheets can be connected directly to CRM systems and the sales team can save time by producing quotes without even leaving the CRM system they are using.
This Make.com scenario includes 2 triggers. With this scenario the end user doesn’t even need to leave the CRM system they are using for the entire process to happen. The quote data will be added as a lead in the system, which will then be sent to the SpreadsheetWeb application that calculates the quote and will return the results back to the same lead in the CRM system.
The combination of SpreadsheetWeb and Make.com can empower different business operations quickly and cost-effectively without requiring developer support. In this article, we make mention of only two possible scenarios for connecting SpreadsheetWeb calculations to external systems through Make.com, but businesses can build and automate workflows according to their own specific business needs across thousands of apps in just a few clicks.