Connect Callbell and Espo CRM to Build Intelligent Automations

Choose a Trigger

Callbell

When this happens...

Choose an Action

Espo CRM

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Contact Created

Contact Created

Triggers when a new contact is created in Callbell

Contact Updated

Contact Updated

Triggers when a contact is updated

Team Membership Updated

Team Membership Updated

Triggered when a team member is added or removed from a team.

Request a new Trigger for Callbell

Do thisActions

Action is the task that follows automatically within your Callbell integrations.

Create New Contact

Create New Contact

Creates a new Contact

Update Contact

Update Contact

Updates one or more fields in an existing contact.

List Contact

List Contact

Get all contacts in Callbell.

List Team

List Team

Get all team in Callbell.

Update Bot Status

Update Bot Status

Updates the bot status assigned to the conversation. It can be either bot_start or bot_end.

List Channels

List Channels

Get all channels in Callbell.

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Frequently Asked Questions

How do I start an integration between Callbell and Espo CRM?

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

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

Absolutely. You can customize how Callbell 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 Callbell and Espo CRM?

The data sync between Callbell 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 Callbell 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 Callbell and Espo CRM?

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

Callbell

About Callbell

Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.

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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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