Connect Espo CRM and Dust to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Talk to an Agent
Upload Document
Search Agent
Ready to use Espo CRM and Dust 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 Document
Triggers when a new document is created / upserted.
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.
Talk to an Agent
Send a message to a Dust a gent and retrieve the answer.
Upload Document
Upload a document to a Dust Data Source / Folder.
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Frequently Asked Questions
To start, connect both your Espo CRM and Dust accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Dust (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Dust. This includes choosing which data fields go into which fields of Dust, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Dust 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 Dust. 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 Dust
Dust.tt is a comprehensive workflow automation platform designed to seamlessly integrate and manage data across various sources. It provides robust tools for automating document workflows, data management, and API integrations, helping businesses streamline their operations. Whether it's cloud storage, document handling, or real-time data syncing, Dust.tt allows users to efficiently manage data sources and automate processes to boost productivity.
Learn More
