Connect Doubletick and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Doubletick
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Ready to use Doubletick 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 Doubletick integrations.
Send WhatsApp Message
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Send a pre-approved whatsapp message template to a contact
Create a new group
Create a new group by group name
Add a member to a group
Add a new member to a group
Delete a group
Delete an existing group by group ID
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Frequently Asked Questions
To start, connect both your Doubletick and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Doubletick triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how Doubletick 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 Doubletick 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 Doubletick 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 Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
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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