integraid

Connect and automate CreditReform

Your no-code integration tool to use CreditReform in Salesforce.

With integraid, you can seamlessly embed Creditreform financial and risk data into your Salesforce CRM. Pull in credit ratings, business reports, and corporate insights automatically — giving your sales teams real-time visibility on every opportunity.

Ensure your team has instant access to vital credit information, no matter which lead or account they’re working on.

  • Fast setup with no coding required

  • Automatic import of Creditreform data into Salesforce

  • On-demand access to credit scores, ratings & reports

  • GDPR-compliant handling of sensitive business data

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CreditReform

Kategorien:

API platform

Creditreform is a leading business credit reporting and risk management provider based in Germany. It delivers real-time company data, credit scores, payment histories, financial statements, and legal registry information — essentially offering for businesses what Schufa does for consumers. With Creditreform, you can integrate credit risk and company intelligence directly into Salesforce, so your CRM always reflects the current risk profile of your customers, leads, and partners. The solution provides robust APIs (Creditreform API Platform, FirmenWissen API, rating services), supports data delivery in XML, PDF, and CSV, and offers both REST and SOAP endpoints. It also supports integrations with major CRMs like Salesforce, enabling you to pull Creditreform data into your records automatically and without manual effort.

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Use Cases:

  • Real-Time Credit Data

    Automatically retrieve the latest credit score, payment history, and financial data from Creditreform whenever a new Lead, Account, or Contact is created in Salesforce.

  • Creditreform Data Directly on the Record

    Display key Creditreform data — like credit score, legal form, and risk class — right on the Salesforce record for quick decision-making without leaving the CRM.

  • Complete Creditreform Profile in Salesforce

    Store all available Creditreform data in Salesforce, including full reports and registry information, enabling detailed analysis, reporting, and monitoring inside your CRM.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.