Connect Espo CRM and ClosedLoop AI to Build Intelligent Automations
Ready to use Espo CRM and ClosedLoop AI automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
New Product Insight Generated
Runs when new product insight is generated
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Ingest Feedback
Send customer feedback from any source to extract product insights.
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Frequently Asked Questions
To start, connect both your Espo CRM and ClosedLoop AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in ClosedLoop AI (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in ClosedLoop AI. This includes choosing which data fields go into which fields of ClosedLoop AI, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and ClosedLoop AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Espo CRM and ClosedLoop AI. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn MoreAbout ClosedLoop AI
ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.
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