# CRM Integrations

> **Source**: [SMS-Magic](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations)
>
> <p>Learn how to integrate Salesforce, Zoho, Zoho Bigin, Zoho Qntrl and HubSpot with Conversive to send messages to CRM contacts. View sent messages directly within the CRM for seamless communication tracking.</p>

## Browse Collection

1. [Integrate with Creatio](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/EjzsQV3Kv7M-integrate-with-creatio.md) (Article)
2. [Conversive with Zoho Qntrl](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/oDr0uKgZG74-conversive-with-zoho-qntrl.md) (Article)
3. [Conversive with Zoho CRM](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/NNaZw0wsXuc-conversive-with-zoho-crm.md) (Article)
4. [Conversive with Zoho Bigin](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/m4IqoMTuB84-conversive-with-zoho-bigin.md) (Article)
5. [Conversive with Salesforce](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/b2JeMxqWraM-conversive-with-salesforce.md) (Article)
6. [Send Message Campaigns using HubSpot List](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/vZ326JsNtmY-send-message-campaigns-using-hubspot-list.md) (Article)
7. [Create Conversation with HubSpot Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/VgwIv4io45s-create-conversation-with-hubspot-contacts.md) (Article)
8. [Automate Conversations with Usecase Automation](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/Hwvq7MSMORY-automate-conversations-with-usecase-automation.md) (Article)
9. [Send Message Campaigns](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/OMJL0lJ0NsI-send-message-campaigns.md) (Article)
10. [Create Conversation with CRM Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/XIAZbgGIeb4-create-conversation-with-crm-contacts.md) (Article)
11. [Send Message Campaigns using Zoho CRM](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/jjHP8ehf0gw-send-message-campaigns-using-zoho-crm.md) (Article)
12. [Create Conversation with Zoho CRM Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/IrlVqhwH5Hg-create-conversation-with-zoho-crm-contacts.md) (Article)
13. [Trigger Usecase from Zoho CRM](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/p7vkNfgeYb4-trigger-usecase-from-zoho-crm.md) (Article)
14. [Send Message Campaigns using Salesforce List](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/DogEGB1AY4o-send-message-campaigns-using-salesforce-list.md) (Article)
15. [Create conversation with Salesforce Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/hCH9UwXjIds-create-conversation-with-salesforce-contacts.md) (Article)
16. [Conversive with HubSpot](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/q8E2gd9Yqz8-conversive-with-hubspot.md) (Article)
17. [ActiveCampaign Integration overview](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/Qtjl42yRX28-activecampaign-integration-overview.md) (Article)
18. [Integrate with ActiveCampaign](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/2CwFYM09wxY-integrate-with-activecampaign.md) (Article)
19. [Send Message Campaigns using Zoho Qntrl](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/7IvgQjhzQWQ-send-message-campaigns-using-zoho-qntrl.md) (Article)
20. [Create Conversation with Zoho Qntrl Contacts](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/UzYAI9ZbdYI-create-conversation-with-zoho-qntrl-contacts.md) (Article)
21. [Run Automation like Nurture and Reminder using ActiveCampaign via Apps](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/9Gw1Non0YVk-run-automation-like-nurture-and-reminder-using-activecampaign-via-apps.md) (Article)
22. [Automate Your conversation with ActiveCampaign ](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/6dVQBYDMkrQ-automate-your-conversation-with-activecampaign.md) (Article)
23. [Automate Messages with Zoho Qntrl](https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/46WBF3EW2CI-automate-messages-with-zoho-qntrl.md) (Article)

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# ARTICLE: Integrate with Creatio

## METADATA

- id: ZCLLdjxb3GursRZkuUGSbg
- type: article
- source: SMS-Magic
- content_url: https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations/EjzsQV3Kv7M-integrate-with-creatio

- collection_url: https://docs.beconversive.com/aCTRI9PbIHM-crm-integrations

## CONTENT

# **Conversive and Creatio Detailed Setup Guide**

This document provides a comprehensive, step-by-step guide to setting up **Conversive** with **Creatio**. It is intended for system administrators and technical users who need a reliable integration between the two platforms.

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## **1. Prerequisites**

Before starting the integration process, ensure you have the following:

- **Conversive Account** with admin access.
- **Creatio Account** with System Administrator privileges.
- **Conversive API Key** and **Region details**.
- Access to **OAuth 2.0 settings** in Creatio.
- A predefined **Sender ID** created in Conversive (if applicable).

---

## **2. Setting Up OAuth Connection in Creatio**

OAuth 2.0 ensures secure communication between Conversive and Creatio.

### **Steps:**

1. Log in to **Creatio** as an administrator.
2. Navigate to: **System Designer → Import and Integration → OAuth 2.0 Integration Application**.
3. Click on the **New** button to create a new OAuth application.
4. Fill in the following fields:

- **Name**: A descriptive identifier (e.g., "Conversive Integration").
- **Application URL**: Enter the **Conversive portal URL**.
- **Description**: Provide context for the integration (e.g., "OAuth for Conversive Messaging").
5. Save the configuration.

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## **3. Retrieving Client Credentials from Creatio**

Once the OAuth application is created:

1. Return to the **OAuth list**.
2. Select the newly added OAuth entry.
3. Copy the following credentials:

- **Client ID**
- **Client Secret**
- **Instance URL** (your Creatio environment URL).

These credentials will be required in the Conversive portal.

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## **4. Connecting Conversive to Creatio**

With the OAuth credentials ready, configure the integration in Conversive.

### **Steps:**

1. Log in to your **Conversive account**.
2. Navigate to **Integration** from the left-hand menu.
3. Locate **Creatio** in the list of available integrations.
4. Click **Connect**.
5. Enter the following details from Creatio:

- Client ID
- Client Secret
- Instance URL
6. Click **Connect** to establish the integration.

1. Configure field mappings:

- Select **Phone Fields** (e.g., Primary Phone, Mobile Phone).
- Select **Name Fields** (e.g., First Name, Last Name).
- Choose the **Sender ID** that will be synced to Creatio.

**Tip:** Ensure that the fields chosen in Conversive match existing contact fields in Creatio for accurate synchronization.

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## **5. Setting Up Conversive Configuration in Creatio**

After establishing the connection, configure Conversive inside Creatio.

### **Steps:**

1. Navigate to **System Designer → Import and Integration → Conversive Configuration**.
2. In the configuration dialog, enter:

- **Region**: Provided in your Conversive account.
- **API Key**: Generated from Conversive.
3. Save the configuration.

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## **6. Configuring Sender ID in Creatio**

To enable messaging, a Sender ID must be mapped.

### **Steps:**

1. Navigate to **System Designer → Import and Integration → Chat Settings**.
2. On the Channels page, click the **“+” icon** under **Channels (with Conversive prefix)**.
3. Select the appropriate Conversive channel (e.g., SMS, WhatsApp, RCS).

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1. In the Sender ID configuration dialog, fill in:

- **Name**: Unique name for this sender.
- **Sender ID**: The ID provided by Conversive.
- **Queue**: Assign to a specific queue if applicable.
2. Save the configuration.

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## **7. Verification and Testing**

To confirm the integration is working correctly:

1. Send a test message from Conversive.
2. Check if the message is received and logged in Creatio under the configured channel.
3. Verify contact synchronization:

- Ensure phone and name fields appear correctly in Creatio.
- Validate that messages are routed through the correct Sender ID.

**Tip:** Run tests with multiple contact records to confirm field mapping accuracy.

---

## **8. Troubleshooting**

Here are common issues and their resolutions:

- **Invalid Client ID/Secret** → Re-check OAuth credentials in Creatio.
- **Connection Timeout** → Verify Creatio instance URL is correct and accessible.
- **Messages Not Syncing** → Ensure field mappings are set correctly in Conversive.
- **Sender ID Not Working** → Confirm Sender ID is active in Conversive and mapped in Creatio.

---

## **9. Summary**

By following this guide, you have:

- Created a secure OAuth connection in Creatio.
- Configured Conversive integration with Creatio.
- Added API Key and Region in Creatio for Conversive.
- Set up Sender IDs for communication channels.

You are now ready to use Conversive seamlessly within Creatio for campaigns, customer conversations, and automated messaging.