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

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 DuChane, 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 Sibley, 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 Stanko, Recept Pharmacy

We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of CRM is second to none and together we are able to tackle many difficult software integrations to shape it to best fit our needs.

Jean-Paul Lupori, Captive Resources, LLC

One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.

Tim Ryan, Hershey's Ice Cream

Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.

Tara Cowling, AEM

We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.

Dan Johnson, BASYS

We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!

Tanja LeMotte, Corvus Holdings, LLC

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.