GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Creatio is a process-driven cloud based software that connects the dots between marketing, sales and customer service, efficiently managing the complete customer journey – from lead to order, and to ongoing account maintenance.
Supported Creatio Integrations
We simply ask your login details and permission for access. For Creatio, we need you to put in your URL subdomain (the part that comes before .creatio.com in your web browser's address bar), and your account login and password.
We also support self-hosted open-source deployments.
The terms and conditions with regards to self-hosted apps can be found here.
If you already authorized Creatio in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts or Leads before proceeding to the configuration page.
Learn more about syncing Leads here.
[IF] Supported Conditions/Filters
- DEPARTMENT EQUALS (Choose from existing list)
- JOB TITLE EQUALS (Choose from existing list)
- ROLE EQUALS (Choose from existing list)
- TYPE EQUALS (Choose from existing list)
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- UPDATE DEPARTMENT (Choose from existing list)
- UPDATE JOB TITLE (Choose from existing list)
- UPDATE ROLE (Choose from existing list)
- UPDATE TYPE (Choose from existing list)
- UPDATE FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Creatio fields being mapped. For instance, a connection to Google Contacts will look something like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.
Customizable Field Mapping
You can custom map your Creatio Fields and any additional standard fields. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here. More information on Customizable Field Mapping.
There are no supported Creatio integrations on the PieSync platform so far that support our Unsubscribes/Deletions Sync.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!