Connect Espo CRM and Conversion Chats to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Send Template Message
Create Contacts
Update Contacts
Ready to use Espo CRM and Conversion Chats 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
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 Template Message
Sends WhatsApp message using template.
Create Contacts
Add the contact details into the database and can select the specific group to add contacts in conversion chats.
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Frequently Asked Questions
To start, connect both your Espo CRM and Conversion Chats accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Conversion Chats (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Conversion Chats. This includes choosing which data fields go into which fields of Conversion Chats, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Conversion Chats 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 Conversion Chats. 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 Conversion Chats
Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.
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