Connect Espo CRM and CallRail
Integrate Espo CRM with CallRail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Text Message via CallRail when New Lead in Espo CRM
Create Outbound Call with CallRail when New Lead in Espo CRM
Send Text Message via CallRail when Lead Status Updated in Espo CRM
Create Outbound Call with CallRail when Lead Status Updated in Espo CRM
Create Lead in Espo CRM when Inbound Call Arrives in CallRail
Popular Espo CRM + CallRail flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
CallRail
Automatically do this!
Send Text Message
Create Outbound Call
Send Text Message via CallRail when New Lead in Espo CRM
Use this flowCreate Outbound Call with CallRail when New Lead in Espo CRM
Use this flowSend Text Message via CallRail when Lead Status Updated in Espo CRM
Use this flowCreate Outbound Call with CallRail when Lead Status Updated in Espo CRM
Use this flowCreate Lead in Espo CRM when Inbound Call Arrives in CallRail
Use this flowGet Lead from Espo CRM when Inbound Call Arrives in CallRail
Use this flowUpdate Lead in Espo CRM when Inbound Call Arrives in CallRail
Use this flowFind Leads by Text Filter in Espo CRM when Inbound Call Arrives in CallRail
Use this flowCreate Lead in Espo CRM when Text Message Sent via CallRail
Use this flowGet Lead from Espo CRM when Text Message Sent via CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and CallRail.
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
Inbound Call Arrives
Runs when inbound call arrives
Text Message Sent
Runs when text message is sent
Outbound Call Ends
Runs when outbound call ends.
Call Routing Completes
Runs when Call Routing Completes
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.
Send Text Message
Sends a text message to a customer's phone number.
Create Outbound Call
Make an outbound call from your business number to a customer.
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 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
About CallRail
CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and CallRail 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 Espo CRM and CallRail 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 CallRail. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in CallRail, and a separate workflow where CallRail triggers actions in Espo CRM. 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 Espo CRM and CallRail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and CallRail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
