Connect Espo CRM and Aircall to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create a User
Update a User
Delete a User
Create a Contact
Check availability of a User
Retrieve a User
Start an outbound call
Update a Contact
Create a Team
Delete a Team
Add a User to a Team
Remove a User from a Team
Retrieve a Team
Delete a Contact
Create a Tag
Update a Tag
Delete a Tag
Retrieve a Tag
Add Phone Number to a Contact
Add Email to a Contact
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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 Contact
Triggers when a new contact is created
Delete Contact
Triggers when a new team is deleted
Update Contact
Triggers when an existing contact is updated
New User
Triggers when a new user is created
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 User
Creates a new user
Update a User
Updates a user
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Frequently Asked Questions
To start, connect both your Espo CRM and Aircall accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Aircall (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Aircall. This includes choosing which data fields go into which fields of Aircall, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Aircall 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 Aircall. 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 Aircall
Aircall is a cloud-based call center and phone system software designed to help businesses manage and streamline their communication processes. It offers features such as call routing, call recording, and integration with various CRM and helpdesk tools, making it ideal for sales and support teams.
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