Connect AlterEstate and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for AlterEstate
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
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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
Do thisActions
Action is the task that follows automatically within your AlterEstate integrations.
List All Agents
Retrieves the list of all agents in the company
List Properties
List All Properties
List Buildings
List all Buildings.
List Cities
Retrieve a list of cities by country.
List Sectors
Retrieve a list of sectors
Create Lead
Create a new lead using contact and address details.
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Frequently Asked Questions
To start, connect both your AlterEstate and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in AlterEstate triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how AlterEstate 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 AlterEstate 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 AlterEstate 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 AlterEstate
AlterEstate is a software for Real Estate Agencies to help them connect and build strong relationships with their clients.
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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