CRM / MARTECH
Embed creative tools in CRM and MarTech platforms with Polotno SDK
Integrate Polotno SDK into your CRM or marketing platform to let users create personalized assets, campaign visuals, and automated templates — all within your own interface and infrastructure.
CRM and MarTech platforms
Polotno SDK extends CRM and MarTech systems with on-brand creative capabilities. It allows users to generate personalized visuals, campaign banners, or social media assets directly inside marketing dashboards — using customer data, product feeds, or AI-generated content. Everything runs within your platform’s authentication, data, and permissions model, ensuring full control over assets and workflows.
Key features
Embedded creative editor
Add a design editor directly into your CRM or campaign builder. Users can edit layouts, text, and visuals without leaving your interface or switching tools.
Data-driven content personalization
Pull user, product, or campaign data from your CRM database to populate creative templates automatically. Generate thousands of personalized ads or banners in minutes.
Template and brand control
Define pre-approved templates that align with campaign guidelines. Lock key brand elements while allowing flexible editing for content or localized offers.
Automation and AI integration
Use the same schema to automate creative generation. Combine Polotno SDK with AI models to write copy, choose visuals, or render full campaigns dynamically.
Rendering and export
Render assets as images, videos, or PDFs directly through your infrastructure. Choose between self-hosted rendering for privacy or Polotno Cloud Render API for scale.
Role-based access
Restrict editing or publishing rights by team, campaign, or subscription plan. Integrate existing authentication to control who can create, modify, or approve assets.
Unified schema and analytics
Every project is stored as JSON, including all asset and metadata references. Track asset usage, campaign versions, and creative performance across teams or clients.
Example use cases
Marketing platforms letting users generate personalized banners from CRM data.
Customer engagement tools producing email headers, videos, or ads for segments.
AI marketing suites generating campaign visuals automatically.
Sales platforms creating branded proposals or follow-up visuals.
Enterprise CRMs offering on-brand asset creation without third-party tools.
Developer benefits
Easy integration into existing CRM or marketing dashboards.
Schema-based architecture for automation and analytics.
Compatible with both self-hosted and cloud rendering.
Integrates with existing authentication and role logic.
Supports image, video, and mixed media for omnichannel campaigns.
FAQs
Can Polotno generate creatives from CRM data?
Yes. You can map customer or campaign data directly to template fields and automate generation.
Can I limit editing access by role or plan?
Yes. You can enforce permissions and feature gating based on your CRM’s user logic.
Does it support dynamic or AI-driven content?
Yes. You can integrate AI or data pipelines to create personalized or auto-generated designs.
Can rendered assets be stored in our CRM system?
Yes. All exports can be saved directly to your existing storage or file endpoints.
Does it handle both image and video campaigns?
Yes. Polotno’s unified schema supports static and video assets in the same workflow.