Hi ,

I am currently working on integrating a fully external website with Creatio to capture analytics data, specifically Web Sessions and Web Actions on the contact record. I have followed the official Creatio Academy documentation for both external landing pages and working with Google Analytics:

• https://academy.creatio.com/docs/8.x/creatio-apps/products/marketing-tools/lead-generation-app/website-tracking/google-analytics/use-google-analytics-on-external-landing-pages
• https://academy.creatio.com/docs/8.x/creatio-apps/products/marketing-tools/lead-generation-app/website-tracking/google-analytics/work-with-google-analytics

Based on these references, I have completed the full implementation on my external website, but I am still unable to see any data populate under Web Sessions and Web Actions on the contact record. Only the form submissions themselves are being captured as contacts. I would appreciate your guidance on whether my setup is missing any configuration.

Below are the steps I have already implemented based on my setup:

1. Created a Creatio Landing Page and retrieved the Landing Page ID and Form ID from the downloaded HTML code.
2. Created a dedicated GA4 Data Stream and obtained the Measurement ID.
3. Linked the GA4 Measurement ID to the Creatio Landing Page record.
4. Replaced the plain Google Analytics snippet across all external website pages with Creatio's official tracking block, which includes the two Creatio-hosted helper scripts for web tracking and form data capture.
5. Created two event-scoped custom dimensions in GA4 — one for the Creatio user ID and one for the Creatio session ID — with matching event parameter names, as specified in the Creatio documentation.
6. Implemented a helper function in my website JavaScript that fires a custom GA4 event carrying both the Creatio user ID (from the Google Analytics cookie) and the Creatio session ID (retrieved via the gtag API). This helper is called on every returning-user page load and immediately after each successful form submission.
7. Retrieved the Creatio Webhook URL from Contacts, under Import, Web Forms and Pages, Other.
8. Implemented a form submission function that sends the captured data to the Creatio webhook via an HTTP POST request, including first name, last name, email, phone number, entity name, Form ID, Landing Page ID, Tracking User ID, page URL, and referrer URL.
9. Implemented GA4 Client ID retrieval using both the Google Analytics cookie fallback method and the asynchronous gtag method.
10. Implemented identity tracking using browser local storage so that returning users are re-identified in GA4 with a user ID and custom user properties linking them back to their CRM contact.
11. Triggered GA4 events and mapped them with user identity and CRM context on every relevant interaction.

Despite completing all the above steps, I need clarification on the following points:

• How to properly capture external website analytics into Creatio Web Sessions and Web Actions
• Whether additional configuration is required in Creatio for external domains
• Any recommended approach to ensure GA4 events sync with Creatio analytics

I would greatly appreciate your guidance in identifying what is missing from my setup so that GA4 Web Sessions and Web Actions start flowing into Creatio contact records as expected.

Thanks and regards,
Jatin Sahu

How can I add a Delete custom action in a Timeline, when showing Emails? 

This was asked a few years ago but I am wondering with new updates if there any other solutions. https://community.creatio.com/questions/send-emails-automatically-leads

I am trying to send emails through campaigns to Leads. 

When I build the campaign I have the option to send it to leads: 

However, the only leads who get emails are those with existing person records in the lead, such as this:

When there is no person record no email is sent, even if there is an email listed in the lead. 

This is very important to a process we are trying to implement so if anyone has a solution I'd be very grateful. 

I noticed the Matomo connector is no longer in the Marketplace.  Is there something else we should be using, or can we still use Matomo?  Is the connector still required?

Hello,

I am trying to set up record permissions for the Account object based on the record owner. In particular, the business developers of our company should see ONLY accounts they personally own, but not records of their peers. The manager role should retain all access.

However, there is only an option to "Grant permissions based on the record author" out of the box. Is an optimal solution to achieve the above using a business process?