Creatio CRM Integration

Creatio CRM Integration

Are you looking for a cost-effective Creatio CRM integration solution to integrate Creatio with another cloud-based or on-premises business system such as ERP, bespoke or industry-specific application? Or are you looking to include Creatio users in workflow processes that start outside of Creatio, e.g. an account placed on hold in an ERP system?

Codeless Platforms' Creatio CRM integration connector enables businesses to automatically read and write data to and from Creatio, and your other cloud-based or on-premises business systems.

Creatio CRM Integration Brochure

Learn how integrating Creatio CRM with other business software will eradicate repetitive data entry, remove the risk of costly errors, and significantly improve the visibility of critical data.

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Creatio CRM Integration Features and Benefits

Creatio Integration Features and Capabilities

• Creatio ERP integration: BPA Platform can be used to integrate Creatio with leading ERP systems, such as SAP Business One, Microsoft Dynamics NAV, Microsoft Dynamics 365 Business Central, Sage 200, Sage 300. Sage Intacct, SYSPRO, Epicor, etc.
• Customer and Accounts: Automatically create and update new and existing accounts and contacts between Creatio CRM and your ERP system with the associated Sales Representative linked
• Opportunities and Leads: Automate the synchronisation of CRM Order/Opportunity/Lead into your ERP system when it has been created in Creatio CRM
• Quotes: Automate quotes created in Creatio CRM with ERP sales orders for processing
• Alerts and notifications: Automatically create an email alert to the relevant account manager for when an account is placed on credit hold within an accounting/ERP system and place on hold within Creatio

Additional Creatio integration scenarios

• Creatio CRM email marketing integration:, e.g. MailChimp, Spotler, dotdigital, HubSpot etc.
• eCommerce integration, e.g. Shopify, WooCommerce, Magento, BigCommerce, Shopware etc.
• Multilevel workflow approvals
• Integration with a bespoke application(s)
• Microsoft Exchange integration
• Web service integration, e.g. credit score agencies, customer service / help desk systems

Creatio CRM Integration Benefits:

• Eradicate the manual rekeying of data between your ERP system and Creatio CRM
• Improve the visibility of important information
• Include Creatio users in workflow decisions that start outside of the system, e.g. Account placed on hold within an accounting or ERP solution
• Quickly and easily facilitate two-way integrations
• Reduce operational costs
• Reduce the costs of bespoke integration and development costs
• Drive company revenue through automated email marketing campaigns, e.g. slow-moving stock, new stock arrived in warehouse etc.