Connect Espo CRM and EmailOctopus to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Get Campaign Summary
Get a Contact
Get All Tags
Get All Contacts
Get a List
Create List Field
Create Tag
Create A List
Add Or Update Contact In List
Update List
Update Tag
Update Contact
Delete List
Delete Tag
Add Tag to Contact
Add Contact to a List
Ready to use Espo CRM and EmailOctopus 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
Contact Unsubscribes
Triggers when a contact unsubscribes
Contact Is Created
Runs when contact is created
Updated Contact
Triggers when a new contact is updated
Email Bounced
Triggers when an email to a recipient bounces.
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.
Get Campaign Summary
Returns details of Campaign Summary.
Get a Contact
Returns a Contact in a List.
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Frequently Asked Questions
To start, connect both your Espo CRM and EmailOctopus accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in EmailOctopus (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in EmailOctopus. This includes choosing which data fields go into which fields of EmailOctopus, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and EmailOctopus 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 EmailOctopus. 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 EmailOctopus
EmailOctopus is a cost-effective email marketing tool that helps businesses send email campaigns and automated emails. It integrates easily with existing workflows, supports custom HTML designs, and provides detailed campaign analytics.
Learn More
