Connect Drift and Espo CRM
Integrate Drift with Espo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Known Contact in Drift when New Lead in Espo CRM
Create or Update Contact From External in Drift when New Lead in Espo CRM
Find User by End User Id in Drift when New Lead in Espo CRM
Find User by Anonymous Id in Drift when New Lead in Espo CRM
Update Known Contact in Drift when Lead Status Updated in Espo CRM
Popular Drift + Espo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Drift
When this happens...
- Request a new Trigger for Drift
Choose an action
Espo CRM
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Update Known Contact in Drift when New Lead in Espo CRM
Use this flowCreate or Update Contact From External in Drift when New Lead in Espo CRM
Use this flowFind User by End User Id in Drift when New Lead in Espo CRM
Use this flowFind User by Anonymous Id in Drift when New Lead in Espo CRM
Use this flowUpdate Known Contact in Drift when Lead Status Updated in Espo CRM
Use this flowCreate or Update Contact From External in Drift when Lead Status Updated in Espo CRM
Use this flowFind User by End User Id in Drift when Lead Status Updated in Espo CRM
Use this flowFind User by Anonymous Id in Drift when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Drift and Espo CRM.
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 Drift integrations.
Update Known Contact
Updates an existing contact.
Create or Update Contact From External
Creates or updates a contact.
Find User by End User Id
Lookup User information by their end user id.
Find User by Anonymous Id
Lookup data for an existing user by their anonymous id.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Drift
Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.
Learn moreSimilar apps
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Drift and Espo CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Drift and Espo CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Espo CRM. No coding required.
Yes. You can set up a workflow where Drift triggers actions in Espo CRM, and a separate workflow where Espo CRM triggers actions in Drift. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Drift and Espo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Drift and Espo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
