> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.conversive.ai/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.conversive.ai/_mcp/server.

# **Conversive and Creatio Detailed Setup Guide**

This document provides a comprehensive, step-by-step guide to setting up **Conversive** with **Creatio**. It is intended for system administrators and technical users who need a reliable integration between the two platforms.

## **Prerequisites**

Before starting the integration process, ensure you have the following:

* **Conversive Account** with admin access.
* **Creatio Account** with System Administrator privileges.
* **Conversive API Key** and **Region details**.
* Access to **OAuth 2.0 settings** in Creatio.
* A predefined **Sender ID** created in Conversive (if applicable).

## **Setting Up OAuth Connection in Creatio**

OAuth 2.0 ensures secure communication between Conversive and Creatio.

### **Steps:**

1. Log in to **Creatio** as an administrator.
2. Navigate to: **System Designer → Import and Integration → OAuth 2.0 Integration Application**.
3. Click on the **New** button to create a new OAuth application.
4. Fill in the following fields:
   * **Name**: A descriptive identifier (e.g., "Conversive Integration").
   * **Application URL**: Enter the **Conversive portal URL**.
   * **Description**: Provide context for the integration (e.g., "OAuth for Conversive Messaging").
5. Save the configuration.

![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-18T06:21:35.175Z/user-guides/integrations/crm-integrations/integrate-with-creatio/creatio/v4gL9QwaxjmWbitm3aD1rA.png)![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-18T06:22:29.726Z/user-guides/integrations/crm-integrations/integrate-with-creatio/creatio/dHuGujX6Nyzrd9OqmUl07Q.png)

## **Retrieving Client Credentials from Creatio**

Once the OAuth application is created:

1. Return to the **OAuth list**.
2. Select the newly added OAuth entry.
3. Copy the following credentials:
   * **Client ID**
   * **Client Secret**
   * **Instance URL** (your Creatio environment URL).

These credentials will be required in the Conversive portal.

![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-18T06:23:18.178Z/user-guides/integrations/crm-integrations/integrate-with-creatio/creatio/BLEpsFm1A4fXldN8KgYJLA.png)

## **Connecting Conversive to Creatio**

With the OAuth credentials ready, configure the integration in Conversive.

### **Steps:**

1. Log in to your **Conversive account**.
2. Navigate to **Integration** from the left-hand menu.
3. Locate **Creatio** in the list of available integrations.
4. Click **Connect**.
5. Enter the following details from Creatio:
   * Client ID
   * Client Secret
   * Instance URL
6. Click **Connect** to establish the integration.

7) Configure field mappings:
   * Select **Phone Fields** (e.g., Primary Phone, Mobile Phone).
   * Select **Name Fields** (e.g., First Name, Last Name).
   * Choose the **Sender ID** that will be synced to Creatio.

**Tip:** Ensure that the fields chosen in Conversive match existing contact fields in Creatio for accurate synchronization.

![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-18T06:24:21.551Z/user-guides/integrations/crm-integrations/integrate-with-creatio/creatio/peSmDQHABTtCw1EY38gwbA.png)![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-18T06:25:08.406Z/user-guides/integrations/crm-integrations/integrate-with-creatio/creatio/BF9653dlVI2Oba1smihKrQ.png)![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-18T06:25:44.876Z/user-guides/integrations/crm-integrations/integrate-with-creatio/creatio/VJLaCGLlEsd7KxpmhALgcw.png)![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-18T06:26:29.120Z/user-guides/integrations/crm-integrations/integrate-with-creatio/creatio/B6tSzUvnsgMIV9Atv9ZnOw.png)![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-18T06:27:10.571Z/user-guides/integrations/crm-integrations/integrate-with-creatio/creatio/EaMSQGVRTbrLyWA53hkT0w.png)![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-18T06:28:02.561Z/user-guides/integrations/crm-integrations/integrate-with-creatio/creatio/cuMGjiSzE2igKPG83PfaKQ.png)![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-18T06:28:50.972Z/user-guides/integrations/crm-integrations/integrate-with-creatio/creatio/rHnG9ZPs4w1t5WS14r670g.png)

## **Setting Up Conversive Configuration in Creatio**

After establishing the connection, configure Conversive inside Creatio.

### **Steps:**

1. Navigate to **System Designer → Import and Integration → Conversive Configuration**.
2. In the configuration dialog, enter:
   * **Region**: Provided in your Conversive account.
   * **API Key**: Generated from Conversive.
3. Save the configuration.

![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-18T06:30:57.429Z/user-guides/integrations/crm-integrations/integrate-with-creatio/creatio/DN4cGVSm8w4XPngGe3rQ5g.png)

## **Configuring Sender ID in Creatio**

To enable messaging, a Sender ID must be mapped.

### **Steps:**

1. Navigate to **System Designer → Import and Integration → Chat Settings**.
2. On the Channels page, click the **“+” icon** under **Channels (with Conversive prefix)**.
3. Select the appropriate Conversive channel (e.g., SMS, WhatsApp, RCS).

![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-18T06:32:12.258Z/user-guides/integrations/crm-integrations/integrate-with-creatio/creatio/MIr9xOxmxKbCZkS89zTt7A.png)

4. In the Sender ID configuration dialog, fill in:
   * **Name**: Unique name for this sender.
   * **Sender ID**: The ID provided by Conversive.
   * **Queue**: Assign to a specific queue if applicable.
5. Save the configuration.

![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-18T06:32:53.712Z/user-guides/integrations/crm-integrations/integrate-with-creatio/creatio/gCFK7ClZ28m9KmIvTVrDHw.png)

## **Verification and Testing**

To confirm the integration is working correctly:

1. Send a test message from Conversive.
2. Check if the message is received and logged in Creatio under the configured channel.
3. Verify contact synchronization:
   * Ensure phone and name fields appear correctly in Creatio.
   * Validate that messages are routed through the correct Sender ID.

**Tip:** Run tests with multiple contact records to confirm field mapping accuracy.

## **Troubleshooting**

Here are common issues and their resolutions:

* **Invalid Client ID/Secret** → Re-check OAuth credentials in Creatio.
* **Connection Timeout** → Verify Creatio instance URL is correct and accessible.
* **Messages Not Syncing** → Ensure field mappings are set correctly in Conversive.
* **Sender ID Not Working** → Confirm Sender ID is active in Conversive and mapped in Creatio.

## **Summary**

By following this guide, you have:

* Created a secure OAuth connection in Creatio.
* Configured Conversive integration with Creatio.
* Added API Key and Region in Creatio for Conversive.
* Set up Sender IDs for communication channels.

You are now ready to use Conversive seamlessly within Creatio for campaigns, customer conversations, and automated messaging.