Creditsafe CRM Integration

Are you looking to a cost-effective Creditsafe CRM integration solution to automatically update credit, financial and contact information directly into your CRM system from Creditsafe? Or are you looking to reduce the risk of acquiring bad debt and increase the accuracy of business data?

Codeless Platforms’ integration solution for Creditsafe data synchronisation with your existing CRM system provides you with the ability to automatically update company and contact details and credit information into your CRM system.

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Creditsafe CRM Integration Scenarios and Benefits

Common Creditsafe Integration scenarios with CRM applicataions that our customers look to implement include:

  • Creditsafe integration with CRM systems, e.g. Salesforce, Sage CRM, Infor CRM, Microsoft Dynamics CRM, Sugar CRM, Agile CRM etc.
  • Automate the verification of business addresses
  • Automate the verification of decision makers and contact details
  • Automatically update customer and prospect data
  • Automate the creation and distribution of reports
  • Automatic updating of existing customer credit limits in line with company changes, e.g. company profit growth or loss
  • Automated synchronisation of changes to customer, trading partner and stakeholder information to key decision makers and Account Managers

Common benefits achieved through Creditsafe integration with your existing CRM software include:

  • Reduction in exposure to credit risk
  • Removal of repetitive administration tasks and cost surrounding credit referencing and data validation
  • Up-to-date and current customer and sales prospect data
  • 100% accurate and enforced business rules and procedures
  • Increased employee and company productivity
  • Improved accuracy of business data
  • Streamlined and informed decision-making process

Creditsafe API Integration

Learn more about Creditsafe connector.

Creditsafe CRM Integration starts from

Connector Pricing

CreditSafe

One time purchase

£750

BPA Platform

Standard Product Base Server

Starts from:

£2,000

Configuration day(s) required subject to requirement.

Data Integration & Synchronisation

Data Integration & Synchronisation

Integrate applications, systems and web services via easy-to-use, graphical tools.

Drag and drop experience

A full drag and drop user experience so integration steps are visually represented within a wider automated process.

Transformation functions

A set of transform functions that can be dragged onto the mapping area to change the data between input and output.

Hundreds of connectors

Access hundreds of data connectors via one easy-to-use platform.
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