Integrating Creatio to Amplify Analytics

Creatio provides essential low code functionality to align your teams. When you integrate Creatio with your back office solutions, social channels, and other supporting software, you amplify analytics and extend alignment and collaboration at scale. Uncover your data’s hidden potential by removing siloes between Creatio and your other solutions. Get started with Technology Advisors today.

Creatio Integration Use Cases

Creatio + ERP

Connect your Creatio instance with your ERP to streamline billing, create 360 degree customer profiles, build stronger analytical capacity, and eliminate duplicate data entry.

Creatio + Email

Save email conversations to their contacts in Creatio to build more complete customer profiles and keep sales teams on top of the latest interactions.

Creatio + Social Media

Integrate Creatio with social channels like Facebook and Twitter to stay on top of likes, comments, follows, and other crucial social interactions.

Creatio + Marketing Automation

Track marketing metrics, build dynamic lists, and manage communications by connecting your marketing automation with Creatio.

Creatio + Accounting

Generate reports, create purchase orders and invoices, and break down barriers to accounting management by uniting your Creatio and accounting data.

Creatio + Helpdesk Software

Using Zendesk or another helpdesk software? Connect it to your Creatio to stay on top of support ticket statuses and outstanding customer requests.

Why Integrate Creatio with TAI?

Simply put, Technology Advisors, Inc. (TAI) is an expert integrator. We’ve been helping customers connect solutions like Creatio for more than a decade. We use our proprietary integration software to meet all your integration needs — whether you want to integrate securely through your firewall, share data from custom fields, or bridge locally installed applications with a Cloud solution. Whatever your integration requirements, TAI has the tools and skillsets to deliver results.

What Customers Say About Us

Before Creatio, measuring and tracking KPIs and metrics was cumbersome due to the multitude of different systems. However, Creatio now enables us to analyze data effortlessly through dashboards, making it simple and greatly appreciated by managers for its ease of access to the necessary information.

Sam Mariani CRM Administrator at Cornerstone Bank

Having all this information in one place, where we can easily access individual responses, heat maps, and various types of data, is a valuable addition to our core need, which was CRM. Creatio offers exceptional marketing capabilities that are user-friendly, making it an excellent solution addressing one of our business needs, which we weren't expecting looking for a CRM tool.

Sam Mariani, CRM Administrator at Cornerstone Bank

Over the past year, following the implementation of Creatio, our associates have entered an impressive 93,000 customer notes into the system. This substantial volume of valuable data empowers us to significantly enhance our customer service.

Sam Mariani

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.

Dennis F., National Bureau of Property Administration

They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.

Brian M., Keller-Heartt

Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.

Montelle D., Haynes International, Inc.

Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.

Brianna S., Burrus Seed

I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.

Linda S., Recept Pharmacy

Creatio Integration with StarfishETL

StarfishETL is a low code iPaaS (integration platform as a service) solution built for integrating data between business systems. Consistently ranked as a high performer by G2, StarfishETL continues to challenge industry competitors and expand its market share. The solution is dynamic and can easily accommodate custom fields and functions. StarfishETL offers the flexibility and scalability to integrate Creatio with additional business software.