The Creatio Connector allows you to synchronize your Contacts with your Creatio account.
The Connector sync every new record in real-time and allows to optionally update existing records. Only Contacts with a marketing opt-in are processed.
Before to Start
We suggest creating a dedicated Tag on your Creatio account to identify the contacts synced from Cloud4Wi connector.
Setup
1. Find the Creatio connector on the Connectors page, click on the card and then select "Use Integration"
2. Click on the button "+Connect your Creatio"
Follow the instructions to authenticate with your Creatio account in the pop-up.
3. In the setting step, you can decide what to do in case an Existing Record (a record with the same email) already exists in your Creatio account:
- Skip sync: simply discard the record
- Update existing Contact: update the existing record with the Cloud4Wi data
If you have a dedicated Tag in that you want to use to tag the Contacts coming from Cloud4Wi, you can enter the Tag ID in this screen.
4. Done! You Contacts will be synced in real time. If you want to change the connector options, you can always open the Connector and click Settings.