Connect Wizy Chat and Espo CRM to Build Intelligent Automations

Choose a Trigger

Wizy Chat

When this happens...

Choose an Action

Espo CRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Runs when New Lead Is Created

Lead Status Updated

Lead Status Updated

Runs when Lead Status Updated

Request a new Trigger for Wizy Chat

Do thisActions

Action is the task that follows automatically within your Wizy Chat integrations.

Ask Chatbot

Ask Chatbot

Sends a question to a chatbot.

Create Lead

Create Lead

Create a new lead using contact and address details.

Get Lead

Get Lead

Fetches Lead details by an ID.

Update Lead

Update Lead

Update lead details.

Find Leads by Text Filter

Find Leads by Text Filter

Find leads that match a text filter.

Request a new Action for Wizy Chat

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Frequently Asked Questions

How do I start an integration between Wizy Chat and Espo CRM?

To start, connect both your Wizy Chat and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Wizy Chat triggers actions in Espo CRM (or vice versa).

Can we customize how data from Wizy Chat is recorded in Espo CRM?

Absolutely. You can customize how Wizy Chat 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.

How often does the data sync between Wizy Chat and Espo CRM?

The data sync between Wizy Chat and Espo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Wizy Chat to Espo CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Wizy Chat and Espo CRM?

Yes, you can set conditional logic to control the flow of data between Wizy Chat 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.

Wizy Chat

About Wizy Chat

Wizy Chat is a versatile communication platform designed to enhance team collaboration and streamline communication processes. It offers a range of features including instant messaging, file sharing, and integration with other productivity tools, making it an ideal solution for businesses looking to improve internal communication and team efficiency.

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Espo CRM

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.

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