Connect Espo CRM and 50 agents to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
create meeting bot
Create Work Item
Receive Data From Trigger
Ready to use Espo CRM and 50 agents 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
Work Item Is Created
Runs when a work item is created in chat.walkover.in, allowing automatic meeting scheduling or team notifications.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
create meeting bot
This action will create a bot in assistant and that bot will join the meeting and record the meeting and key points from the meeting
Create Work Item
Creates a work item to schedule and manage meetings on chat.walkover.in.
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Frequently Asked Questions
To start, connect both your Espo CRM and 50 agents accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in 50 agents (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in 50 agents. This includes choosing which data fields go into which fields of 50 agents, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and 50 agents 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 Espo CRM and 50 agents. 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 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 MoreAbout 50 agents
Facilitate seamless scheduling and management of meetings through the chat.walkover.in platform, enhancing team collaboration and communication.
Learn More
