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Creatio CRM Epicor Integration

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Creatio CRM Epicor Integration

Are you looking for a cost-effective Creatio CRM Epicor integration solution to synchronise accounts and contacts, opportunities, quotes, sales orders, and invoices? Or are you looking to include Creatio users in workflow processes that start outside of Creatio, e.g. an account placed on credit hold?

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

Creatio CRM Epicor Integration Brochure

Creatio CRM Epicor Integration Brochure

Learn how integrating Creatio CRM with Epicor will eradicate repetitive, bi-directional data entry, remove the risk of costly errors, and significantly improve the visibility of critical data.
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Creatio CRM Epicor Integration Features and Benefits

Creatio Epicor Integration Features and Capabilities

BPA Platform is an iPaaS solution that enables cloud-based, on-premises systems and cloud-to-cloud applications to talk to each other, enabling seamless Epicor Creatio integration and business process automation capabilities.

  • Customer and Accounts: Automatically create and update new and existing accounts and contacts between Creatio CRM and Epicor with the associated Sales Representative linked
  • Opportunities and Leads: Automate the synchronisation of CRM Order/Opportunity/Lead into Epicor when it has been created in Creatio CRM
  • Quotes: Automate quotes created in Creatio with Epicor 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 Epicor and place on hold within Creatio CRM

Additional Creatio Epicor integration scenarios

  • Creatio 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

Epicor Creatio CRM Integration Benefits:

  • Eradicate the manual rekeying of data between Epicor and Creatio
  • Improve the visibility of important information
  • Include Creatio CRM users in workflow decisions that start outside of the system, e.g. Account placed on hold within Epicor
  • 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.

Frequently Asked Questions

BPA Platform enables organisations to integrate systems and applications quickly and easily, whether cloud-to-cloud or on-premises to cloud, and then automate numerous business processes and tasks. It reduces system integration development times and costs, and can support integration with any data source whilst providing the flexibility needed to maintain, configure and adapt data synchronisation, as and when business requirements change.
BPA Platform can integrate with practically any application, business system or data source via ODBC, OLEDB, Web Services or third-party APIs through our extensive range of connectors and solutions.
BPA Platform can be installed in the cloud (iPaaS) or on-premises. Compatible with a wide range of databases for cloud and hybrid integration projects, it is rapid to install and configure, with the ability to easily scale requirements.
A remote data relay system enables seamless connectivity between on-premises and cloud applications and resources, enabling the transfer of data securely within specific BPA instances without using a VPN. The remote data relay uses end-to-end security with double encryption to fully protect data.
The introduction of multi-instance architecture to BPA Platform means that cloud and on-premises deployments can have multiple instances of BPA Platform for various purposes, including development, testing, and live environments. Each of these is charged per instance, per month and billed annually in advance. Tasks numbers are mirrored live to test environments for tasks.
Download Brochure
Creatio CRM Epicor Integration Brochure

Creatio CRM Epicor Integration Brochure

Learn how integrating Creatio CRM with Epicor will eradicate repetitive, bi-directional data entry, remove the risk of costly errors, and significantly improve the visibility of critical data.

Subscription Pricing

Creatio CRM Epicor Integration

Software from

BPA Platform

Starts from

£500

6000
Per month
Billed annually
Configuration day(s) required subject to requirement.

Please note that the dependency information is intended for technical purposes and is expressly not intended to provide exhaustive guidance on licensing matters. With regard to licensing therefore, this information should be treated as advisory only and is provided purely on an “as is” basis.

The precise license restrictions applied to the use of third party products and technologies lie entirely with their respective owners and/or licensors and may be changed from time to time without notice to Orbis Software Ltd t/a Codeless Platforms. It is not within the control of Codeless Platforms exactly how its products will be used in conjunction with third party technologies.

It is therefore the responsibility of the End User to ensure that their use of Orbis Software Ltd t/a Codeless Platforms products, in conjunction with third party products and technologies, lies within the licensing restrictions applied to those third party products and technologies.

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