Creatio CRM, connected to every system your team works in.
Creatio connects to email, calendars, chat and phone out of the box, and the Creatio Marketplace adds hundreds of connectors. We set up what exists, build what's missing — your ERP, core system and the tools only your company uses — and keep every link running in production.

Much of your stack is one setting away.
Email and calendar
Microsoft 365 and Exchange, Google Workspace (mail, contacts, calendar) and any IMAP/SMTP mailbox; the Creatio.ai add-in for Outlook.
Chat
WhatsApp (through Twilio), Facebook Messenger, Telegram and a chat for your website.
Phone
Webitel out of the box; Asterisk, Avaya, Cisco Finesse, TAPI and other phone systems through Creatio's connectors.
Sign-in
Single sign-on with Microsoft Entra ID, Okta or OneLogin.
Data and documents
Power BI for reports, Word for documents, LinkedIn for leads, Zoom for meetings, Zapier for everything else.
From the Creatio Marketplace
Partner connectors for Microsoft Teams, SharePoint, Microsoft Dynamics 365 Business Central, SAP Business One, Jira, Zabbix and more.
Built-in or on the Marketplace, we use what exists before we build anything. Creatio integrations → · Creatio Marketplace →
The systems around your CRM, in both directions.
Microsoft and Google
- Outlook,
- Microsoft Teams,
- SharePoint,
- Gmail,
- Google Calendar,
- Google Drive
ERP and accounting
- SAP,
- Oracle NetSuite,
- Microsoft Dynamics 365,
- Sage
HR
- Workday,
- SAP SuccessFactors,
- BambooHR,
- HiBob,
- Access PeopleHR,
- Personio
Core banking
- FIS,
- Fiserv,
- Jack Henry,
- Temenos,
- Thought Machine,
- Mambu
Insurance
- Guidewire,
- Duck Creek,
- Sapiens,
- SSP,
- Acturis
Phone and contact center
- RingCentral,
- Twilio,
- Genesys,
- Gamma,
- Aircall,
- Microsoft Teams Phone
Billing and payments
- Stripe,
- Zuora,
- GoCardless
Company data
- ZoomInfo,
- Dun & Bradstreet,
- Cognism,
- Companies House
Examples, not a complete list: the leaders in each category in the US and the UK. If your system has an API, we can connect it.
One record, the same in every system.
- Step 1
Map the records
We agree which system owns each field — the balance lives in core banking, the phone number in Creatio — and map them both ways.
- Step 2
Use what exists
A Creatio connector or a Marketplace app first; Creatio's integration tools, its API and webhooks where nothing fits; MCP when an AI agent needs to reach a system.
- Step 3
Sync with rules
Changes travel in both directions, on a schedule or as they happen. Conflicts follow rules you approve, and every change is logged.
- Step 4
Run it
We watch every link in production, fix what breaks and update it when a system changes.
Your team keeps working in Creatio. The data comes to them.
Every recipe connects Creatio to the systems around a process.
Customer support links billing, IT service desk links monitoring and identity, the HR portal links your HR system, banking links core banking. The two-way link itself is one module: System connector.
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Function ·
Creatio CRMCustomer Support Every request answered, routed and closed inside its SLA. -
Function ·
Creatio CRMHR portal One place where employees ask, request and get onboarded. -
Function ·
Creatio CRMIT service desk Incidents, requests and changes handled before they pile up. -
Function ·
Creatio CRMCustomer Success See which clients are at risk, and renew the rest on time. -
Industry ·
Creatio CRMInsurance Claims intake, renewals and broker requests — connected to your policy system. -
Industry ·
Creatio CRMBanking What we add on top of Creatio's Bank.ai: core-banking links, document intake, everyday servicing.
Questions about Creatio integrations
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What integrations does Creatio CRM have out of the box?
Email and calendar with Microsoft 365, Exchange and Google; chat on WhatsApp, Facebook Messenger and Telegram; phone through Webitel and connectors for Asterisk, Avaya, Cisco Finesse and TAPI; single sign-on; and LinkedIn for leads. The Creatio Marketplace adds connectors for many more systems.
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Does Creatio integrate with Outlook and Microsoft Teams?
Yes. Outlook mail and calendar sync with Creatio out of the box, and the Creatio.ai add-in works inside Outlook. Teams meetings and Teams Phone connect through apps on the Creatio Marketplace.
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Can Creatio connect to our ERP?
Yes. There are Marketplace connectors for systems such as Microsoft Dynamics 365 Business Central and SAP Business One; for other ERPs, such as NetSuite or Sage, we build a two-way link through Creatio's integration tools and the ERP's API.
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Does Creatio work with WhatsApp?
Yes. WhatsApp is one of Creatio's chat channels, connected through a Twilio phone number. Messages land in Creatio as conversations your team answers, and an AI agent can answer routine ones first.
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Which phone systems work with Creatio?
For telephony (CTI), Webitel works out of the box; Asterisk, Avaya, Cisco Finesse and TAPI-compatible systems connect through Creatio's connectors; RingCentral, Twilio, Genesys and others connect through the Marketplace or the systems' APIs.
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Where does a Creatio integration project start, and how long does it take?
With the one link that saves the most retyping — usually your ERP, core system or HR system — as a 3-week pilot. The next link reuses the same mapping and rules.
See which link saves your team the most time.
30 minutes. We look at the systems around your Creatio and pick the first link with you.