Phone lookup for Creatio
Overview
Product overview
This add-on enables users to search for existing customers and prospects in Creatio by phone number after an inbound call.
Use cases:
The add-on helps users quickly identify matching records in their customer base by displaying contacts, accounts, and leads associated with the phone number. It is especially useful when integrated with an external web-based telephony system. In this scenario, the user can be redirected to a single Creatio URL during call postprocessing to view the search results immediately.
Key Features
Search Customers by Phone Number
Pricing
Terms and Conditions
Pricing FAQ
Support
Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.
Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.
We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.
Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.
Installation
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.
Compatibility notes
This application can NOT be used in environments without the Leads functionality. The packages without Leads functionality are provided by request.