A Creatio 8 package that synchronises contacts and email marketing campaigns with the CleverReach platform, so audience lists live in the CRM and campaign results come back to it.
Contact and list synchronisation. Target lists in Creatio map to CleverReach receiver groups. A scheduled synchronisation process pushes contacts out and reconciles their subscription state, tracked through dedicated status lookups for contacts, lists and campaigns.
Audience management. Audience-contact records link people to the lists they belong to, with folder, tag and attachment support on the target-list section so lists can be organised like any other Creatio section.
Campaign analytics. Analytic data records bring campaign performance back into the CRM alongside the contacts that generated it.
Connection handling. A connection service and its accompanying process establish and refresh the API session; a synchronisation-schedule lookup controls how often the sync runs.
| Path | Contents |
|---|---|
descriptor.json |
package identity and its 3 base-package dependencies |
Schemas/ |
41 schemas — 21 entities, 15 client, 2 source code, 2 processes, 1 case |
Resources/ |
localisable captions and strings per schema |
Data/ |
bound data: status and schedule lookups, section registration, system settings |
Credentials are system settings rather than code — the OAuth client secret and access token are stored as settings values. The bundled values have been blanked in this copy.
Written against Creatio 8.
Written from my own work on Creatio integrations; published as a reference implementation, no client data included.