Connect Espo CRM and Aha! to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create a Feature
Create an Idea User
Create a product
Create a release
Create a Note
Ready to use Espo CRM and Aha! 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
New Idea User
Triggers when a new idea user is created in sceduled time.
New Product
Triggers when a new product is created in scheduled time.
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 a Feature
Creates a new feature in Aha.
Create an Idea User
Create an idea user.
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Frequently Asked Questions
To start, connect both your Espo CRM and Aha! accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Aha! (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Aha!. This includes choosing which data fields go into which fields of Aha!, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Aha! 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 Aha!. 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 Aha!
Aha! is a comprehensive product management software that helps teams set strategy, prioritize features, create visual roadmaps, and track progress.
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