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2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.
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Automatically Create Contacts in Creatio from Google Forms with Zapier

Using Zapier with Creatio allows you to synchronize data collected on Google Forms to create new Contacts and/or Accounts in Creatio automatically.  
author Julie Cooper 8 Min Read
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How to keep your installed Marketplace apps updated

Creatio Dev labs has released a new application business process to keep your installed Creatio Marketplace apps up to date.  This process will notify the system administrator about updating the ...
author Dick Wooden 3 Min Read
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Creating the folder views your want in Creatio CRM

While bpm'online has the ability to setup various folders (groups of records) to show columns of information, it cannot show different columns of data for each of the folders. For example, in an ...
author Dick Wooden 7 Min Read
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Add powerful Kanban view in your Creatio CRM

One of our favorite Creatio capabilities is the Kanban view for any bpm'online section. This add-on provides drag & drop capability to quickly view and update data such as opportunities, ...
author Dick Wooden 4 Min Read
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12 Helpful features Beesender adds to Creatio

In previous posts we’ve shared about ways you can communicate with customers right from Creatio (bpm’online) with Beesender. This addition gives operators a tool to meet the immediate communication ...
author Dick Wooden 7 Min Read
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Say "Welcome" in Many Languages with BeeSender Chatbot

In an earlier post, "Communicate through messages, publications, chats and chatbots" ,  we introduced Beesender and its two marketplace applications: Bot Master for chatbots and Operator. In our ...
author Dick Wooden 10 Min Read
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How to clean up duplicates in a Lookup list in Creatio

Keeping your CRM information accurate for better decision results One of the data maintenance options that needs to be performed at times is to clean up duplicated records in a lookup list like ...
author Dick Wooden 3 Min Read
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