Connect Espo CRM and Google Chat to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Send Message
Create Google Chat Card
List Messages
List Spaces
Ready to use Espo CRM and Google Chat 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 Message Arrives in Google Chat Space
Runs when a new message is sent or received in a Google Chat space.
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.
Send Message
Send a message to a chat space or thread. Optionally reply in an existing thread, target a specific thread, and include a request or message ID to avoid duplicates or link messages.
Create Google Chat Card
Creates a card message in a specified Google Chat space.
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Frequently Asked Questions
To start, connect both your Espo CRM and Google Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Google Chat (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Google Chat. This includes choosing which data fields go into which fields of Google Chat, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Google Chat 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 Google Chat. 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 Google Chat
Google Chat, bringing powerful features directly to your conversations. Whether you're working in a team, managing projects, or coordinating with clients, helps you stay organized, streamline communication, and boost productivity.
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