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Template
Engaging dormant customers
Engaging dormant customers

Automatic scheduling of tasks on customers without any activities within last 6 months

Free
Application
Quickbooks online connector
Quickbooks online connector for Creatio

Customers, products, and accounts integration. Flexible user settings.

Template
Notify manager about new assigned lead
Notify manager about new assigned lead

Sending an email notification to the manager about a new assigned lead

Free
Template
Renewal opportunity
Renewal opportunity
Process template to more effectively manage renewal opportunity
Free
Application
OneDrive connector
OneDrive connector for Creatio
Connector to OneDrive, a file hosting service
Trial
Template
Working easier with opportunity products
Working easier with opportunity products
An ability to add multiple products at once and update them in the detail list
Free
Template
Lead owner default assignment and selection from suggested dealers
Lead owner default assignment and selection from suggested dealers
Automatic default assignment of lead owner and selecting from suggested dealers based on the lead’s region and marketing segment
Free
Application
Exact connector
Exact connector for Creatio
Real time bi-directional integration with Exact Online ERP solution
Application
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
Application
Phone lookup for Creatio
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
Free