Connect 36Blocks and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for 36Blocks
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Ready to use 36Blocks and Espo CRM automations
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
Do thisActions
Action is the task that follows automatically within your 36Blocks integrations.
Get all Companies
Gets all companies in a specified block.
List Client Users
Lists all users of the client.
Get Company Members
Retrieves all members of a company.
Get User Details
Gets a user's details using their ID or email.
Log Out All Users
Logs out all end-user sessions for a feature.
Create Lead
Create a new lead using contact and address details.
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Frequently Asked Questions
To start, connect both your 36Blocks and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in 36Blocks triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how 36Blocks data is recorded in Espo CRM. This includes choosing which data fields go into which fields of Espo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between 36Blocks and Espo CRM 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 36Blocks and Espo CRM. 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 36Blocks
36Blocks is a robust communication platform that leverages the capabilities of MSG91 to provide seamless messaging solutions for businesses. It enables efficient and reliable SMS, voice, and email communication, enhancing customer engagement and operational efficiency.
Learn MoreAbout 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.
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