Connect Espo CRM and Slack to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Send message
Set Slack Status
Send Interactive messages
Send Block/buttons/Intractive message using AI
View_open BlockKit Modal using JSON
Chat_update slack block or message using messageTs
Send a Message as a Thread
Add Reminder
Create Channel
Set Channel Topic
Send Private Channel Message
Create Private Channel
Get Thread Replies
Updates any Slack user’s profile
Edit Message
Find Public channel
Get Messages from Slack
Add User on Channel
Send Direct Message
Get all Channel Members
Get User Information by Email
Get User Complete Profile Details by ID
Ready to use Espo CRM and Slack 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 Message in Channel
Triggers when a new message posted on a specific channel.
New User Joined or Updated in Your Org
Triggers when a new user join workspace.
New Message Posted
Triggers when a new message is posted on any slack channel.
New Message Reaction
Triggers when new reaction is added to a message.
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.
Send message
Send a message to channels or people. Add buttons, post in a thread, set a bot name/icon, mention users or @channel, control link previews, or schedule delivery.
Set Slack Status
Set your Slack profile status text and emoji and optionally specify how long it should remain active.
Know More About Espo Crm and Slack Integrations
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How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
Step by step guides to integrate Espo CRM and Slack
Frequently Asked Questions
To start, connect both your Espo CRM and Slack accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Slack (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Slack. This includes choosing which data fields go into which fields of Slack, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Slack 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 Slack. 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 Slack
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
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