Connect Espo CRM and Flodesk to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Remove Subscriber From Segments
Add Subscriber To Segments
Find Subscriber
Unsubscribe Subscriber
Create Or Update Subscriber
List Subscribers
List Segments
List all Segments Colour
List Workflows
Add Existing Subscriber to Workflow
Ready to use Espo CRM and Flodesk automations
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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 Subscriber Created
Runs when a new subscriber is created in Flodesk.
A new subscriber added to specific segment
Trigger when a new subscriber added to a segment.
Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
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.
Remove Subscriber From Segments
Removes a subscriber from specific segments.
Add Subscriber To Segments
Adds a subscriber to one or more selected segments.
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Frequently Asked Questions
To start, connect both your Espo CRM and Flodesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Flodesk (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Flodesk. This includes choosing which data fields go into which fields of Flodesk, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Flodesk 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 Flodesk. 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 Flodesk
Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.
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