Connect 50 agents and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Work Item Is Created
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Ready to use 50 agents and Espo CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Work Item Is Created
Runs when a work item is created in chat.walkover.in, allowing automatic meeting scheduling or team notifications.
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 50 agents integrations.
create meeting bot
This action will create a bot in assistant and that bot will join the meeting and record the meeting and key points from the meeting
Create Work Item
Creates a work item to schedule and manage meetings on chat.walkover.in.
Receive Data From Trigger
Receive data from trigger
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
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Frequently Asked Questions
To start, connect both your 50 agents and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in 50 agents triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how 50 agents 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 50 agents 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 50 agents 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 50 agents
Facilitate seamless scheduling and management of meetings through the chat.walkover.in platform, enhancing team collaboration and communication.
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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