Connect Espo CRM and CallTrackingMetrics to Build Intelligent Automations
Ready to use Espo CRM and CallTrackingMetrics automations
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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 Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
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 Contact List
Creates a new contact list.
Send SMS
Sends an SMS message from your account to a specified phone number.
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Frequently Asked Questions
To start, connect both your Espo CRM and CallTrackingMetrics accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in CallTrackingMetrics (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in CallTrackingMetrics. This includes choosing which data fields go into which fields of CallTrackingMetrics, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and CallTrackingMetrics 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 CallTrackingMetrics. 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 CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
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