Connect Espo CRM and Deskpro to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Brand
Create Ticket
Create Organization
Find Ticket
Find Organization
Add Message to Ticket
Update Ticket
Create Person
Find Person
Ready to use Espo CRM and Deskpro 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
New Organization
This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).
New Person Added
This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).
New Ticket
Checks for any new ticket created
New Task
This trigger checks for newly created tasks in Deskpro.
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 Brand
Create a Breand in Deskpro
Create Ticket
Create a new Deskpro support ticket with subject, requester email, message (HTML or text), context (agent/user), and status.
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Frequently Asked Questions
To start, connect both your Espo CRM and Deskpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Deskpro (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Deskpro. This includes choosing which data fields go into which fields of Deskpro, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Deskpro 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 Deskpro. 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.
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