Vainu connector for Creatio

Product info

Product description

Product description:

The connector to the leading company data platform in Europe Vainu allows you to filter and find real-world companies based on the most wide arrange of properties and events.

Use cases:

Vainu contains of dynamic lists of real time, real world companies by filtering on properties such as Position, Employees and Board of directors, Financial information, Technology, Website, Social media, Events, Corporate structure, Company Profile, sub-lists. With the connector you can get all this information directly in Creatio.

Key features:

One-click mass import of the best quality Leads, Accounts and Contacts from Vainu into Creatio.
Update outdated and incorrect data.
Automatically keep Accounts updated and see changes over time. (including Profit, Turnover Employees and more)
Create Accounts, Leads and Contacts from your Vainu Target groups.
Easy setup and login with Vainu username and password.

Notes:

A Vainu account is required to use this connector.

E-mail us about a demonstration: info@chessit.se.

Additional resources

Introducing Vainu’s Company Data Platform

Price and support

Support conditions:

Contact for support enquiries: johan.granqvist@chessit.seSLA times: Answer and prioritization of support ticket within 8 business hours.Business hours: 8:00 - 16:00 Central european timeConditions: You must be paying customer and/or user of Vainu connector for Creatio to recieve support.

Price

Vainu connector for Creatio cloud / on-site subscription

$ 2,400

/ year

Pricing does not include taxes and fees (such as VAT) regulated by law.

Installation

Product compatibility

Product:

Sales

Marketing

Version:

7.16.1 and up

DBMS:

Any supported DBMS

Platform:

.Net Framework

Guides and manuals

1. Get ApiKey. Register at Vainu to receive the private Vainu application.

2. Install the API key. Go to "System Designer"> "System Settings", set credentials for the Vainu in the "Vainu username", "Vainu password" and "Vainu API-Key" system settings.

3. Start using Vainu connector for Creatio.

Navigate to the "Target Groups" section > run the "List target groups" process. This will import all Target groups that exist in your Vainu-account.
1. Then you create all of the Target group companies into Accounts on our Creatio environment. Do this by selecting a Target group and running the "Create Accounts from Target group" process. This will create the Accounts.
2. The "Create Leads from Target group" process will create Leads in similar fashion.
On the Account card you will also see new functions and properties.
1. The "Get Vainu account info for Account" process will enrich your Account record with Company Vainu-data that matches the Accounts Code property value. When running this process manually, the user will be shown the Account name as well as the Code values from Vainu and asked if he'd would like to update the Account record or not. This process can also be run automatically by checking the box called "Automatic montly update". The Account will be updated each month to have permanently updated and true data.
2. The "Get Contacts for Account" process will get and create all the Contacts who exists for the matching Code (also known as business id, organization number). All Contacts on the Account in Vainu will be created in Creatio with full names, e-mail addresses, phone numbers, connection to Account and full job title.