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Creatio
Software integration

Creatio

Connect your Creatio platform to Cloud Group's cloud telephony and bring telephony together with your CRM and your automated processes.

What is Creatio?

Creatio is a no-code platform for CRM and business process automation that lets companies manage their sales, marketing and service and automate business processes without heavy custom development. Organisations use Creatio to bring customer relationships and workflows together on one flexible platform.

By connecting Creatio to Cloud Group's cloud telephony, you bring your customer data, your processes and your telephony together. Your staff see who is calling before they pick up, dial straight from a record, and never have to register conversations twice. Because calls are logged automatically, they can flow into your automated follow-up, making every customer interaction smoother and more consistent.

What does this integration deliver?

Customer context on incoming calls

Incoming numbers are matched to your Creatio records, so your staff instantly have the customer and the ongoing file in front of them.

One-click calling from Creatio

Start calls straight from a Creatio record and keep your sales and service teams in their familiar working environment.

Calls feed your processes

Every conversation is logged automatically against the right record, so it can flow into your workflows and follow-up actions.

Request this integration

Contact your account manager to activate Creatio for your organization.

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