CRM & Sales · Integration

Creatio

Add Creatio to your product for your customers, and give your AI agents governed access to it.

Embed a Creatio integration so your customers work their own CRM inside your product, reading and writing their accounts, contacts, leads, opportunities, and activities. Creatio deployments are heavily customised with their own objects and process stages, so field and object mapping is configuration per customer rather than code. fastn handles per-customer authentication, token refresh, and API upkeep, so an unusual Creatio setup does not become a branch in your codebase.

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In your product

Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.

Let customers sync their own Creatio accounts, contacts, and opportunities into your product, mapped to their fields and custom objects.

Create and update CRM records from your product so reps stay in one place.

Log activities against the right Creatio record when something happens in your app.

Trigger your product when an opportunity stage changes or a lead is qualified.

For your AI agents

Governed, audited access for the agents you build, through the MCP server.

A sales copilot reads live account and opportunity data before it answers.

An agent creates or updates accounts, contacts, and opportunities within governed permissions.

An agent reacts to a Creatio record change and runs the next step of a workflow.

Example prompt

Pull this account's open opportunities and recent activities, then flag any with no contact in 14 days.

Set up Creatio in 4 steps

  1. 01Open the Creatio connector from your fastn dashboard.
  2. 02Have each customer authenticate their own Creatio instance.
  3. 03Map the accounts, contacts, opportunities, and custom fields your product uses, then enable actions and triggers.
  4. 04Call them from your product, or expose them to an agent through the MCP server.

Why teams use the Creatio integration

What you get by embedding it with fastn instead of building it yourself.

  • Ship a Creatio integration without building it. Your customers connect their own Creatio account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
  • Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Creatio update is not your on-call problem.
  • One integration serves your product and your agents. The same governed Creatio connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.

Used by these teams

SalesMarketingCustomer Support

Compare with

SalesforceHubSpotSugarCRM

Often used alongside

Tools the same teams tend to run next to Creatio, across other categories.

SlackMailchimpMarketoGoogle Ads

Creatio integration FAQ

How do I add a Creatio integration to my product?

Enable the Creatio connector in your fastn dashboard, then let each customer authenticate their own Creatio account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Creatio client code in your app and no per-customer branch in your codebase. Setup is 4 steps.

Do my customers each connect their own Creatio account?

Yes. Every connection is scoped to the individual customer, so each authorises their own Creatio account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.

Can AI agents use this Creatio integration?

Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. A sales copilot reads live account and opportunity data before it answers.

Who maintains the Creatio integration?

fastn does. When Creatio changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.

Does the Creatio integration support custom fields and custom objects?

Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual Creatio schema does not require a deploy on your side.

Can records sync both ways?

Yes. You can read from Creatio, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in Creatio do not drift apart.

What can I build with the Creatio integration?

A common starting point: sync their own Creatio accounts, contacts, and opportunities into your product, mapped to their fields and custom objects. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.

How much does the Creatio integration cost?

It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Creatio does not change your per-connector cost. You can start free with 3 connected accounts.

Add Creatio to your product

Start free with 3 connected accounts. No sales call required, and no per-customer integration code.

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