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Creatio x Plecto

Integrate your Creatio data with Plecto and build customized performance dashboards, reports, and contests that update in real time.

Creatio dashboard
Creatio
+
Plecto

Partner website

www.creatio.com

About Creatio

Creatio provides a no-code platform for workflow automation and customer relationship management (CRM). Their offerings include Studio Creatio, a no-code platform, and CRM applications such as Marketing Creatio, Sales Creatio, and Service Creatio.

Creatio pricing

See pricing details

Additional help

docs.plecto.com/kb/en

Tier

Bronze

Use Plecto to track KPIs and boost performance!

Visualize your Creatio metrics in real time with Plecto! Get an immediate overview of your current data and make real-time, data-driven decisions that boost your revenue.

Add gamification to the mix and enhance your team's motivation with Notifications, Contests, Rewards, and more! Plecto's Gamification package will keep everyone performing in a positive and engaging way.

Our Reports will provide you with the most accurate insights so that you can make the right business decisions. Set up once – benefit forever.

Try Plecto for 14 days for free!

What types of data can you import from Creatio?

Account

Update frequency
Every 20m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Activity

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Calls

Update frequency
Every 1h

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Contacts

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Leads

Update frequency
Every 20m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Qualify Status

Update frequency
Every 24h

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

How it works

1. Connect your data sources

One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.

Read our customer stories

Boost performance with real-time insights

Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.