Tag: Creatio

Microsoft Forms Connector – Creatio

Problem Statement

A webpage created externally and linked to the Lead object of Creatio CRM to capture the response submitted in the webform and mapped it to the corresponding object (say, Lead) to create a record that involves writing code from creating a web form and integrating it to Creatio Lead object which is a time-consuming process.

Solution

Microsoft Forms connector was created which enables the organization sales team to capture the lead in a seamless mechanism and nurture to achieve a sale which also enhances the sales growth of an organization. Microsoft Forms connector utilize Microsoft Forms to create a customize lead capture form in minutes and consume Power Automate to automatically capture the form response submitted by the user which is then inserted as a record in an object of Creatio CRM site.

In this blog, learn the guidelines about implementing the Microsoft Forms Connector.

Setup Guide for Connector

Visit the Marketplace for the Setup instruction <Marketplace Microsoft-forms-connector-creatio>.
We will provide you with the Microsoft Forms Connector for Creatio as a packaged solution.

Microsoft Forms Connector – Creatio

Pre-requisite: Kindly register with Microsoft with a valid account (Setup a valid Microsoft Account) to create a Microsoft Forms and Microsoft cloud automated flow.

After the successful Microsoft account creation, Open the Power Automate of Microsoft (flow.microsoft.com) and select the solutions menu listed in the left panel of the window. Kindly proceed to click on the Import option at the top and select browse to choose the Zip package provided by AgilizTech. Click on the Next button and you will see an import button. Kindly click on import to install the custom created Microsoft Forms connector into your Microsoft environment.

Figure 1:

After the successful implementation, you will see a new solution named Creatio Solution added to the list as depicted in Figure 2 below.

Figure 2:

Setup for Microsoft Automated Cloud flow procedure

Create a Microsoft Form with the Microsoft that was created earlier. A Microsoft form can be created based on the custom business need with any of the below fields.

  1. Text (Paragraph)
  2. Text (Line)
  3. Date/Time
  4. Number
  5. Email
  6. Drop-down List

Share the Microsoft Form URL (Shorten the URL if needed) after finding the target audience and it can be shared Via e-mail and social networks also.

Figure 3:

Setup of the Landing page in Creatio CRM site

Now, create a Landing page in Creatio CRM Site which acts as a medium to allow the Microsoft Forms response to insert as a record into the Lead object.
Go to Landing Pages and Web Forms section in Creatio (available in Marketing & Service workspace) and click on New, then select Lead registration form from the drop-down. Provide the Name*
for the new landing page and set the Website domains* as https://flow.miocrosoft.com since the request is sent from Microsoft flow to Creatio CRM (in consideration of authentication).

Figure 4:

Setup of Automated Cloud flow to capture a Lead into Creatio

We will create a Microsoft flow like Business Process in Creatio with its own features. Open the Power Automate and select My flows from the available menu in the left panel. Click on New flow and select Automated cloud flow from the dropdown. Set a name for your flow and set choose your flow’s trigger value* as when a new response is submitted. This helps to trigger the Microsoft flow when a Microsoft Form is submitted.

1.Select the formId value as the form name that got created (all the forms will be displayed in the displayed in dropdown select the required form name).

2.Click on Next Step to create a new step as adding a new element in Creatio BP. Select Microsoft Forms and select Actions, then choose Get Response details, then set Response Id field value as Response Id which is used to collect the values from the submitted form.

3.Click on the next step, select the custom tab in the newly added step and select Creatio connector.

Figure 5:

Set the instance name and formid values. Both these values are obtained from the Creatio CRM site.

*Instance_name – You Creatio CRM Site (agiliztechwww.agiliztech.creatio.com)

Formid – Your Landing page record id. (It is found inside the landing page record created in Figure 4). Now, bind the form response to the Fields of the Creatio Object and click on save.

Figure 6:

NOTE: The Creatio object field name should be provided in formFieldsData name and dynamic response is given to corresponding formFieldsData value to map the field values of Microsoft forms to the field of Creatio object.

After the successful setup, when your Microsoft Form is submitted, the automated flow gets triggered which has Creatio connector (holds Target site name & Landing Page) is executed and a record is inserted into Lead object.

Figure 7:

Figure 8:

Privilege of Microsoft Forms Connector

This Microsoft Forms connector helps in reducing the amount of time required to develop the code to build the webpage and minimize the amount of time required to integrate the webform response to the Creatio CRM site Lead object. This Connector acts as a single stop solution to create a lead with less investment of time, resulting in capturing more lead and enhancing sales.

AgilizTech, a trusted partner for Creatio does customization for them. To know more on how we do customization for a business as per their requirements visit our AgilizTech – Creatio blog

Bpm’online announced the brand-new name Creatio in the sky

AgilizTech, valued partner for Creatio (formerly bpm’online) congratulates them for the new name Creatio.”

 

Bengaluru, Karnataka – 25-11-2019: As a valued partner, AgilizTech is delighted that bpm’online has re branded to Creatio which perfectly represents the company’s vision for helping the community of its customers and partners to create powerful and unique solutions effortlessly on the Creatio platform.

Creatio is a unified platform to accelerate marketing, sales, service and offers out-of-the-box solutions, templates and applications on the marketplace to accelerate productivity and extend platform functionality.

The new name reinforces the strong belief of creating a world where any business idea can be automated in minutes. Though the name has changed, the company strategy, products and team remain the same.

The Creatio team took to the sky to celebrate the name change event. 160 employees along with the CEO announced the name in an unusual way by skydiving and celebrated with grandeur. Though it was a first time experience for the employees, all of them volunteered to participate.

According to Katherine Kostereva; CEO and Managing Partner at Creatio: Since our initial launch as bpm’online, our company, platform, and our global reach have changed a lot. We wanted a name that better reflected what our platform is about, and how our clients perceive our company and its products. Our new name, Creatio, emphasizes the many powerful solutions that have been created using our platform, and it clearly communicates our vision of allowing anyone to become a developer.

According to Sujeeth Shetty; VP of Business Development at AgilizTech: Creatio perfectly embodies the goal of the company, which is to let customers create solutions for their business acceleration.

 

About Creatio

Creatio (formerly bpm’online) is a leading low-code, process automation, and CRM company. It has been highly recognized as a market leader by key industry analysts. Creatio’s intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide. The mission of Creatio is to help companies ACCELERATE!

For more information, please visit www.creatio.com

 

About AgilizTech

AgilizTech Software Services Pvt. Ltd. are global IT specialists delivering solutions and services that empowers customers to transform and prepare their organizations for the digital future. We embrace an agile and collaborative approach in creating customized solutions across the digital value chain. We cater to various industries which includes Healthcare, Manufacturing, Retail, Telecom and more.

To know more visit https://www.agiliztech.com/

 

Accelerate Dubai 2019-Learn new ways to accelerate business growth

If you are a business leader and want to explore ways to prepare your organization for the digital transformation, then ACCELERATE events organized by Creatio (formerly bpm’online) is the right platform.

On the 25th of November 2019, AgilizTech is co-hosting the Accelerate Dubai event wherein the attendees can indulge in a half-day program of inspiring speeches,  learn about the latest technologies and innovative solutions and connect with industry experts.

In the first session, we have motivational live discussions from industry visionaries on how to accelerate your business and facilitate innovation, low-code technologies to accelerate digital transformation and exclusive product announcements.

The featured guest speaker is Yasser Bahaa Eldin, Organizational Excellence Expert and life transformational catalyst with twenty years of experience in banking, consultancy, education sector, and also an author of various magazines and newspapers. He will be talking about integrating innovations and future forecasting to achieve business objectives.

In the second session, we have experts and partners speaking on how customers can accelerate organizational alignment and business growth. From AgilizTech we have Sujeeth Shetty, VP-Business Development discussing the success story of our client on how technology has driven better results and accelerated business growth.

The other key speakers include:

Alex Donchuk – Global Channel Director, Creatio

Mike Hryshenko, Regional Sales Director, Creatio

Fateen Al-Atassi, CEO, Information Technology Services

Ashwath Narayanan, Practice Manager, Psiog Digital

Anuj Gaurishankar Sharma, Senior Consultant, HCM, Bee’ah

 

What do you learn by attending this event?

  • Insights from industry leaders on how innovative technologies define the future of business and drive value
  • Business processes and latest technologies that mobilize organizations towards digital transformation
  • Success stories that help business leaders to guide teams and organizations with confidence
  • Embrace ‘everyone is a developer’ with low-code/no-code technologies to overcome business challenges
  • Collaborate with industry experts, share ideas and find solutions to accelerate business

 

To stay ahead with the upcoming technologies that help in accelerating your business growth and prepare your organization for the digital future, don’t miss the chance to attend the accelerate event in Dubai  which is free and is organized in the luxurious hotel, Media Rotana.

Secure your seat today to connect with us at the event. AgilizTech is excited to be one of the event partners along with ITS (Information Technology Services) and also to meet the attendees.

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