Connecting to Creatio

Connecting to Creatio


Follow these steps to connect to Creatio:

  1. While in the Creatio Connect Designer, navigate to the Connections tab
  2. Select the Creatio connector, if a connector already exists, that you will be using for the integration
  3. If no HubSpot connector appears in the list, create a new connector by selecting the + icon in the upper right corner.

  1. Specify Connection Name
  2. Specify Username
  3. Specify Password
  4. Specify Creatio’s instance URL

 

  1. You can test the connection selecting Test
  2. If the connection is successful, a dialog will appear indicating success

 

  1. Select Save to save the changes

 



    • Related Articles

    • Creatio Connect iPaaS Logging Features and Settings

      Creatio Connect iPaaS Logging Features and Settings Creatio Connect iPaaS has a number of options for logging and monitoring integration activity. Logging is required at various stages of the integration mapping process, during the testing phase ...

    • Connecting to HubSpot

      Follows these steps to connect to HubSpot   While in the Creatio Connect Designer, navigate to the Connections tab Select the HubSpot connector that you will be using for the integration If no HubSpot connector appears in the list, create a new ...

    • Creatio Connector

      Creatio Connector Versions Connect Creatio has two connector types for Creatio. OData: Allows for more complex querying. 4-6k records per hour Data Services: Faster than OData. Approx 30k records per hour Creatio (OData) Advanced Filtering Sometimes ...

    • Creatio / Hubspot Essentials

      Note: Before beginning it is important to understand that while this is a prebuilt integration it is highly recommended that someone who is familiar with both systems, their databases and your processes perform the implementation.  It is also ...

    • Creatio Connect Designer 2-factor Authentication (2FA)

      The latest update for Creatio Connect Designer has 2-factor authentication (2FA) enabled.  Update applied to Creatio Connect Cloud servers March 26, 2020.   This feature is part of the Creatio Connect product strategy to continually improve your ...