Hi 

 

I'm currently using the trial version of Sales Creatio in Chrome and would like to integrate Gmail for better email management. Could someone guide me through the steps or provide tips on how to successfully integrate Gmail with Creatio? Any insights on best practices or potential pitfalls to watch out for would be greatly appreciated!

Please refer a Screen Shot : 



 

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In order to add a gmail account you need to create an app specific password (which means you'll also need 2 factor authentication enabled in gmail also). Then, when adding the gmail account in Creatio you'll provide the app specific password instead of your real one. See https://support.google.com/mail/answer/185833?hl=en

Ryan

Hi Ryan

Despite already using an app-specific password, I'm still encountering errors when trying to integrate Gmail with Creatio. What steps should I take to resolve this issue?

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Hi Team,

 

Please let us know where to stored the user entered records are stored in Creatio in the backend.

 

For example: 

 

The user entered records in Stage A, once the Stage A is completed it will move to next Stage B then where to find the previous Stage A user entered records.

 

 

 

Regards,

Prem

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Hello,

 

Please provide more details regarding your business task. What details and in which section you would like to check?

 

Best regards,
Yuliya

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Link to object shows link to DEV environment how to fix

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Hello,

 

Thank you for your question. We are asking you to kindly elaborate more on the issue. A brief step-by-step instruction would be much appreciated.

 

Best regards,

Anastasiia

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Hi,

I have a Business Process that creates Leads based on incoming mails. The scenario that creates a problem is- Person- X recommends person- Y and sends a recommendation mail. Now receiving this Mail the BP creates a new Lead. Meanwhile person-Y sends a mail describing His needs, following which the BP gets triggered and creates a new Lead for this mail. Currently both the mail refers to Person-Y, and 2 leads are created for Person-Y.  I need to avoid this duplicate Lead creation. I tried to use "Setup duplicate rules" option, but both mails have different names and email ID.

How to avoid this duplicates Lead creation?

 

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Hello Angel,



It is difficult to give an exact answer, but you can try the following approach.



Try to add a search for similar leads to the process of creating leads from the business process.



You can add conditional flows that will check duplicates in the system under certain conditions and direct the process to the appropriate branch.



Best regards,

Bogdan

Bogdan,

 yes we have planned to use conditional flows to check the lead email Id if it is same merge the records or kept them as it is. Thank you Bogdan

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