SharePoint integration for Creatio
The connector is designed to facilitate the upload, download and deletion of files directly from Creatio UI. The plug-in can be used by organizations that use/intend to use SharePoint Office 365 as a Document Repository for Creatio.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Integration via Creatio API
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.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Quickbooks online connector
Quickbooks online connector for Creatio
Customers, products, and accounts integration. Flexible user settings.
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Exact connector for Creatio
Real time bi-directional integration with Exact Online ERP solution
Microsoft Forms connector
Microsoft Forms connector for Creatio
Microsoft Forms connector helps to create a lead seamlessly in Creatio through Microsoft flow by collecting form responses and increase your sales growth
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Email detail in the Opportunities section (mobile application)
Email detail in the Opportunities section (mobile application)
Posibility to view emails connected to an opportunity in mobile application
SalesUp BAS integration for Creatio
Setting up one-way and two-way data exchange between 1C and the Creatio system using the Creatio system interface
