---
title: 'Exact Synergy + Creatio'
url: 'https://www.staging38.commercient.com/product/exact-synergy-creatio/'
date: '2026-06-19T10:21:21-04:00'
modified: '2026-06-19T10:21:21-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact Synergy to Creatio, giving your team access to Exact Synergy data directly within Creatio. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Exact Synergy and Creatio, giving sales teams access to ERP customer, order, invoice and inventory data from inside Creatio. With ERP account data visible in Creatio, sales managers can monitor outstanding invoices, recent orders and payment history alongside pipeline activity.

## What syncs

- Access Exact Synergy Items and Inventory from Creatio
- Export Creatio Opportunities as Exact Synergy Sales Orders
- Sync Exact Synergy Sales Orders and Status Updates to Creatio
- Update Creatio Contacts from Exact Synergy Customer Contacts
- View Exact Synergy Inventory in Creatio
- Sync Exact Synergy Payments to Creatio Account Records

## Why Commercient

### Sales rep account management

Connect Exact Synergy Customers account assignments to Creatio Accounts so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

### Upsell and cross-sell visibility

Access Exact Synergy purchase history and product usage data in Creatio so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

Sync Exact Synergy customer region and territory data to Creatio so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

### Customer contact sync

Sync Exact Synergy Contacts to Creatio Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

## About Exact Synergy

Exact Synergy is a workflow, document management and HR platform that integrates with Exact ERP systems, managing HR processes, documents, approvals and collaboration.

## About Creatio

Creatio is a no-code CRM and process automation platform for sales, marketing and service teams, managing leads, accounts, opportunities, cases and marketing campaigns.

## Frequently asked questions

### Can Creatio Opportunities be connected back to Exact Synergy as Sales Orders?

Commercient can support connecting Creatio Opportunities back to Exact Synergy as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the Exact Synergy and Creatio sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.

### Can sales reps see Exact Synergy Invoices and Payments inside Creatio?

Yes, Commercient can surface Exact Synergy Invoices and Payments data inside Creatio so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Exact Synergy Items and Inventory be accessed from Creatio?

Yes, Commercient can sync Exact Synergy Items and Inventory to Creatio so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

### Does Commercient support two-way sync between Exact Synergy and Creatio?

Commercient can support bidirectional sync between Exact Synergy and Creatio, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.