Connect Espo CRM and Freshsales Suite
Integrate Espo CRM with Freshsales Suite to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Freshsales Suite flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
Freshsales Suite
Automatically do this!
Update Account
Create Deal
Create Task
Update Deal
Add Note to Contact
Find User
Create Note
List Contact
Find Account
Find Deal
Create Account
Create Or Update Contact
Create Contact
Update Contact
Update Account in Freshsalessuite when New Lead in Espo CRM
Use this flowCreate Deal in Freshsales Suite when New Lead in Espo CRM
Use this flowCreate Task in Freshsales Suite when New Lead in Espo CRM
Use this flowUpdate Deal in Freshsales Suite when New Lead in Espo CRM
Use this flowAdd Note to Contact in Freshsales Suite when New Lead in Espo CRM
Use this flowFind User in Freshsales Suite when New Lead in Espo CRM
Use this flowCreate Note in Freshsales Suite when New Lead in Espo CRM
Use this flowList Contact from Freshsales Suite when New Lead in Espo CRM
Use this flowFind Account in Freshsales Suite when New Lead in Espo CRM
Use this flowFind Deal in Freshsales Suite when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Freshsales Suite.
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 Created
Runs when a contact is created in the selected view
Deal Updated
Runs when a deal is updated within the selected recent time frame.
New Deal Created
Runs when a new deal is created in Freshsales Suite.
Contact Updated
Runs when an existing contact is updated.
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.
Update Account
Update an existing account
Create Deal
Create a new deal.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Freshsales Suite
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Freshsales Suite accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and Freshsales Suite as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Freshsales Suite. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Freshsales Suite, and a separate workflow where Freshsales Suite triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and Freshsales Suite. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Freshsales Suite integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
