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Creditsafe Credit Reports Integration with Salesforce CRM

Industry

Financial Services

Products

Sales Cloud

Service

Integration

Customer

An international financial services company offering corporate payment solutions and payment cards that help businesses manage and optimize their spending. The company was expanding its credit data coverage to serve business customers in Belgium, France, and the Netherlands.

Challenge

The client needed Creditsafe as its source of credit reports for Belgium, France, and the Netherlands. Their previous change-tracking process relied on emails, which meant updates could be missed, delayed, or lost in inboxes. They wanted a proper end-to-end flow inside Salesforce: search for a company, pull the report, get the PDF, and stay informed about changes automatically.

The one substantive change you made — “credit scoring” instead of just “credit data” — is a good one, it’s more specific about what Creditsafe is used for. Want me to apply this to the file?

Solution

ENWAY built a Salesforce integration with the Creditsafe API covering the full workflow: company search returns an ID, the ID is used to request a structured credit report, and a PDF version can be requested on top.

Monitoring was a core part of the build. Instead of relying on emails, the system now receives structured change notifications from Creditsafe. A dedicated Salesforce object captures incoming changes, and the integration parses them so the data lands in the right fields, ready for the team to act on.

Results

Complete search-to-report-to-PDF workflow covering 3 markets, Belgium, France, and the Netherlands, executed in under a minute inside Salesforce:

  • Email-based change tracking fully retired: 100% of change updates now arrive as structured notifications parsed into a dedicated Salesforce object
  • The recurring manual work of watching an inbox for credit alerts is gone entirely
  • Every change is captured in a structured, auditable form in Salesforce, with a clear record of what changed and when

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