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Instructions for connecting and configuring UniTalk and Creatio integration

Publication date: 02.11.2022

1. Open the menu item Integration – Creatio in the UniTalk account. Or follow the link https://my.unitalk.cloud/index.html#creatio. Enter your account name, login, and password. Click the “Connect” button.
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2. Install the UniTalk connector at https://marketplace.creatio.com/app/unitalk-connector-creatio on your Creatio account.

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Integration settings

Choose what you want to create in your Creatio account: leads or contacts and orders.

If you want customer cards to be created not only for incoming calls, but also for outgoing calls, enable the “Create contacts/leads/orders for outgoing calls” setting.

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Set up responsible users of the Creatio account for missed calls for each day of the week.

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Set up corporate numbers for Creatio account users. You can assign internal project numbers or GSM numbers to users.

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