Connect Espo CRM and Callyzer
Integrate Espo CRM with Callyzer to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Fetch Employee Details from Callyzer when New Lead in Espo CRM
Fetch Call History Report in Callyzer when New Lead in Espo CRM
Fetch Summary Report from Callyzer when New Lead in Espo CRM
Fetch Employee Summary Report in Callyzer when New Lead in Espo CRM
Fetch Employee Details from Callyzer when Lead Status Updated in Espo CRM
Popular Espo CRM + Callyzer 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
Callyzer
Automatically do this!
Fetch Employee Details
Fetch Call History Report
Fetch Summary Report
Fetch Employee Summary Report
Fetch Employee Details from Callyzer when New Lead in Espo CRM
Use this flowFetch Call History Report in Callyzer when New Lead in Espo CRM
Use this flowFetch Summary Report from Callyzer when New Lead in Espo CRM
Use this flowFetch Employee Summary Report in Callyzer when New Lead in Espo CRM
Use this flowFetch Employee Details from Callyzer when Lead Status Updated in Espo CRM
Use this flowFetch Call History Report in Callyzer when Lead Status Updated in Espo CRM
Use this flowFetch Summary Report from Callyzer when Lead Status Updated in Espo CRM
Use this flowFetch Employee Summary Report in Callyzer when Lead Status Updated in Espo CRM
Use this flowCreate Lead in Espo CRM when New Event in Callyzer
Use this flowGet Lead from Espo CRM when New Event in Callyzer
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Callyzer.
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 Event
Trigger's when new event occurs.
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.
Fetch Employee Details
Retrieves details of registered employees, including numbers and tags.
Fetch Call History Report
Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.
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 Callyzer
Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Callyzer 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 Callyzer 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 Callyzer. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Callyzer, and a separate workflow where Callyzer 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 Callyzer. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Callyzer integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
