
Overview
Product overview
The Zapier connector allows you to synchronize Creatio contacts, leads and any key data with other apps via Zapier.
Use cases:
Zapier moves info between your web apps automatically, so you can focus on your most important work. For example, you can setup Contact creation in your Creatio system when it is done in one another system you have and vice versa.
Key features:
- Integrate. Create data in any Creatio Table, and/or launch any business process.
- Automate. Pass info between your apps with workflows called Zaps.
- Innovate. Build processes faster and get more done — no code required.
Notes:
To use the connector you should have Zapier account and get invitation following link to Creatio action app.
Pricing
Terms and Conditions
Pricing FAQ
Support
The application is supported through inquiries received via email. The developer will make every effort to respond within a reasonable timeframe.
However, please note that we do not offer official support service level agreements (SLAs) for this application.
Installation
Setup guide
1. Log into Zapier. Register or login to Zapier and follow link to get invitation for Creatio application. Press "Accept invite & Build a zap" button.
2. Make a zap. Go to Home Zapier page and press "Make a zap!" button. Follow zapier instruction to create your own Creatio integration. When connecting an Account, please, use Creatio user credentials and fill in "Creatio URL" field (for example, "https://sample.creatio.com").
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
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.