Connect Espo CRM and Dubble to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Collection
Update Collection
Delete collection
Update Guide
Delete Guide
Add Guide to collection
Remove Guide from Collection
Ready to use Espo CRM and Dubble 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
Guide Deleted
Triggers when a guide is deleted.
Guide Added to a Collection
Triggers when a guide is added to a collection.
Guide Removed From Collection
Triggers when a guide is removed from the collection.
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 Collection
Create a new collection.
Update Collection
Updates a collection.
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Frequently Asked Questions
To start, connect both your Espo CRM and Dubble accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Dubble (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Dubble. This includes choosing which data fields go into which fields of Dubble, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Dubble 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 Dubble. 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 Dubble
Dubble is a cutting-edge platform designed to enhance team collaboration and productivity. It offers a suite of tools to streamline communication, project management, and task tracking, making it ideal for businesses looking to optimize their workflow.
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