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Prodoscore connector for Creatio

The connector provides visibility into employee activity within the Creatio platform. Creatio product usage is incorporated into an overall productivity score representative of employee engagement across various cloud tools.

Connector
Application type
Cloud
Cloud deployment
    Product description
    Product description

    Prodoscore connector for Creatio provides visibility into employee activity within the Creatio platform. Creatio product usage is incorporated into an overall productivity score representative of employee engagement across various cloud tools. 

    Use cases:

    With visibility into Creatio engagement, organizations have the opportunity to: 

    • Increase tool adoption 
    • Identify coaching/training needs 
    • Make decisions rooted in data 
    • Streamline product use 

    Key features:

    Visibility into Creatio opportunities, orders, activities, projects, accounts, and cases including quantitative and qualitative data by exporting corresponding data from Creatio to Prodoscore.

    Notes:

    Prodoscore active subscription is required.

    Languages
    Additional resources
    Support conditions

    Contact Prodoscore Support for more details: 

    Tel: 888.796.7688

    Email: support@prodoscore.com.

     

    Price
    Prodoscore connector for Creatio
    Free

    Prodoscore active subscription is required.

    Product compatibility
    Product
    Studio
    Sales
    Service
    Version
    8.0 and up
    DBMS
    Any supported DBMS
    Platform
    .Net Core
    .Net Framework
    Guides and manuals

    A user needs the following requirements in order to integrate the Creatio into the Prodoscore application.

    • Registered domain to the Prodoscore application.
    • The User should have a Creatio instance for the domain.
    • The user should be the System Administrator for the Creatio instance to authenticate Creatio with Prodoscore.

    How to setup

    1. Prodoscore super admin should enable the CRM system module to the user.
    2. The domain admin can start setting up the CRM integration to the Prodoscore by navigating as follows.

     Prodoscore → Settings → Products → CRM system

    1. Then the user can select Creatio as the CRM system from the dropdown.
    1. The user has to enter the Creatio install URL, Admin Username, and Admin Password to connect the Creatio under CRM system Module.
    1. The user can then map the employees with the CRM account, which it auto maps if the Creatio username and employee Prodoscore username matches. The user can also select the Creatio Modules they want to fetch data from Opportunities, Projects, Orders, Activities, Accounts, and Cases and click ”save modules.”
    1. When the setup is completed, Prodoscore will start fetching Creatio data from that day onwards.

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