Articles on: Integration

How to Integrate Your Creatio Account with KrispCall

Creatio is a powerful CRM and business process automation platform, and KrispCall is an advanced cloud-based phone system. Integrating these tools helps to create a seamless communication workflow that centralizes customer interactions, eliminates manual data entry, and improves overall team productivity.


This step-by-step guide covers everything you need to connect your Creatio account with KrispCall and manage your integration settings once it's up and running.


Benefits of Integrating Creatio with KrispCall


1. Automatic Call and SMS Logging


With KrispCall and Creatio integration, every call, voicemail, and SMS handled through KrispCall is automatically recorded in Creatio. No manual data entry needed, and no risk of missing important interaction details.


Call notes, message threads, and voicemails are stored alongside correct contact records, giving your team a complete, real-time view of every customer conversation with no extra effort.


2. Instant One-Click Dialing


Calling a contact in Creatio takes just one click with KrispCall. No need to dial numbers manually or copy details across platforms. Simply click and connect prospects or customers directly from the contact record.


Save your team's valuable time throughout the day, reduce dialing errors, and keep the focus on the actual conversation rather than the process of getting there.


3. Two-Way Contact Sync


Contacts update made in either KrispCall or Creatio and sync instantly across both platforms with KrispCall X Creatio integration. Your data stays accurate, consistent, and free of duplication without any extra manual effort.


Whether you're adding a new lead or editing an existing record, the integration keeps both systems aligned, all while saving time and reducing administrative errors.


4. Better Team Collaboration


Synced call logs, notes, and customer insights give every team member a shared view of ongoing conversations. Handoffs between sales, support, and success teams become much smoother.


With a unified view, response times improve, miscommunication drops, and every team member can pick up right where the last conversation left off, significantly improving the overall customer experience. 


How to Integrate Your Creatio Account with KrispCall


Step 1: Log in to your KrispCall account and go to Settings.


Step 2: Inside the Settings section, locate and click on Integrations under the App Settings menu.



Step 3: On the Integrations page, browse or search for Creatio among the available CRM and automation tools. Once found, click the Connect button below it.




Step 4: A pop-up window will appear prompting you to enter your Creatio Username, Client ID, Client Secret Key, URL, and Site ID. Keep this window open and log in to your Creatio account to retrieve these details.



Step 5: Log in to Creatio, then go to Settings and search for OAuth 2.0 Integrated Applications.


Step 6: Click New and select "On behalf of a user (Authorization Code)" from the options. A form will appear; enter Name and click Save.








Step 7: Your Client ID and Client Secret will now appear in the Credentials section.  Next, add an Authorized Redirect URL by clicking New, pasting the following URL, and clicking Save All: https://app.krispcall.com/settings/integration?crmPlatform=creatio




Step 8: Under Permitted Users, click the "+" button. A list of users will appear; select the desired user and click Select. If the required user isn't listed, add them first before proceeding.





Step 9: To find your Creatio URL and Site ID, refer to the address bar of your Creatio account. For example, if the full link reads mkpdev-2299.creatio.com/0/Shell/#Card/OAuthClientAppEditPage/edit/, then:




Step 10: Return to the KrispCall pop-up window. Enter your Creatio Username, Client ID, Client Secret Key, URL, and Site ID, then click Submit. When prompted, click Accept to authorize the connection.



Step 11: A success message will confirm the integration is complete. Creatio will now appear under Active Integrations in KrispCall.



Manage member Integration settings by the admin/owner


  1. Make sure that each member has their own Creatio accounts.
  2. The admin/owner can view any member’s integrations and make changes to their account settings.
  3. Members cannot view the admin/owner’s integration settings.
  4. Member’s settings changes won’t affect the admin/owner’s settings.
  5. Admin/owner’s settings won’t affect any member’s settings.




Integration Settings


After successfully integrating Creatio, users can now enable or disable different settings. Firstly, users can either edit or delete the integration.

To delete the active integration, just click on the 3 dots and choose the Delete option.





To edit the active integration, click the 3 dots again and choose Edit. The edit option provides different settings options where users can make changes according to their requirements.




General Settings


General settings are the first option. All toggle buttons in the general settings will be on by default.

  • Create new contacts for calls: This button enables one-way contact sync when the toggle is on, i.e., contacts created in KrispCall are synced to Creatio. If the toggle is off, the contacts created won’t be synced.
  • Contacts 2-way sync: This button enables 2-way contact sync when the toggle is on, i.e., contacts created in Creatio are synced to KrispCall. If the toggle is off, the contact created won’t be synced. This button also helps with initial sync: if there are previous contacts in either KrispCall or Creatio, toggling this button syncs them to both platforms.
  • Notes logging: This option helps sync notes to Creatio that are created/edited/deleted in the conversation box or during the call. Toggling off this button won’t sync notes to Creatio.




Workflow Settings


The workflow setting appears immediately after the general settings. All options under workflow settings are set to Calls (Engagements) by default. Users can click the settings and change them as needed.


1. Log outgoing answered calls as Call (Engagements)/Disabled: Enabling the Call (Engagements) setting syncs outgoing answered calls with Creatio calls. Enabling the setting to Disabled prevents outgoing answered calls from being synced to Creatio.


2.  Log outgoing unanswered calls as Call (Engagements)/Disabled: Enabling the Call (Engagements) setting syncs outgoing unanswered calls with Creatio calls. Enabling the setting to Disabled prevents outgoing unanswered calls from being synced to Creatio.


3. Log incoming answered calls as Call (Engagements)/Disabled: Enabling the Call (Engagements) setting syncs incoming answered calls with Creatio calls. Enabling the setting to Disabled prevents incoming answered calls from being synced to Creatio.


4.  Log incoming unanswered calls as Call (Engagements)/Disabled: Enabling the Call (Engagements) setting syncs incoming unanswered calls with Creatio calls. Enabling the setting to Disabled prevents incoming unanswered calls from being synced to Creatio.


5. Log voicemail as Call (Engagements)/Disabled: Enabling the Call (Engagements) setting, the voicemail log will be synced with the call in Creatio. Enabling the Disabled setting prevents the voicemail log from syncing to Creatio.


6. Log and assign unassociated number: By setting the Contacts option, the Contact number will be synced to the Contact in Creatio. When the setting is set to Leads, the Contact will be synced to Leads in Creatio. Similarly, when the setting is set to Opportunities, the Contact will be synced to Opportunities in Creatio.


7. Log outgoing SMS as SMS/Disabled: Enabling this setting will sync outgoing SMS to Notes in Creatio. However, it will not sync if the setting is disabled.


8. Log incoming SMS as SMS/Disabled: Enabling this setting will sync incoming SMS to Notes in Creatio. However, it will not sync if the setting is disabled. 



Connected Numbers


The Connected Numbers setting is located just below the Workflow settings. Under this section, you'll find two options:


  1. Log phone calls for these phone numbers: All numbers available in your channel are selected by default during integration. 
  2. Log SMS for these phone numbers: All available numbers in the channel are selected by default during integration. This setting ensures that SMS activity from the selected numbers is captured and synced to your Creatio account.


If you purchase a new number after the integration is set up, you'll need to add it manually under Connected Numbers, i.e., it won't be included automatically.


Note: If no numbers are selected under either option, call logs and SMS activity will not sync to Creatio.





Updated on: 20/02/2026

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