Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
Calendly connector for Creatio
Connector that updates activities scheduled from Calendly into Creatio
GoTo Meeting connector for Creatio
Connector for GoToMeeting, a webinar and online meeting service
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Microsoft Teams connector
Microsoft Teams connector for Creatio
The connector enables the capability to create MS Teams online meetings from Creatio calendar.
Azure Active Directory connector
Azure Active Directory connector for Creatio
Verified template for easy setup of Azure Active Directory integration
"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
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
OneLogin SSO connector for Creatio
Verified template for easy setup of OneLogin active directory integration
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
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
