Connect Espo CRM and Groove
Integrate Espo CRM with Groove to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Groove 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
Groove
Automatically do this!
Create New
Change Ticket State
Reopen Ticket
Close Ticket
Change Assigned Agent
Create New in Groove when New Lead in Espo CRM
Use this flowChange Ticket State in Groove when New Lead in Espo CRM
Use this flowReopen Ticket in Groove when New Lead in Espo CRM
Use this flowClose Ticket in Groove when New Lead in Espo CRM
Use this flowChange Assigned Agent in Groove when New Lead in Espo CRM
Use this flowCreate New in Groove when Lead Status Updated in Espo CRM
Use this flowChange Ticket State in Groove when Lead Status Updated in Espo CRM
Use this flowReopen Ticket in Groove when Lead Status Updated in Espo CRM
Use this flowClose Ticket in Groove when Lead Status Updated in Espo CRM
Use this flowChange Assigned Agent in Groove when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Groove.
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
Ticket Closed
Triggers when a ticket is closed
Ticket Tagged
Triggers when a ticket is tagged
Ticket Priority Changed
Triggers when a ticket's priority is change
Ticket Started
Triggers when a new ticket is created.
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.
Create New
Starts a new ticket for your customer
Change Ticket State
Changes the state of a ticket, e.g. from "opened" to "closed".
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 Groove
Groove is a customer service platform designed to help businesses manage their customer support tickets, streamline communication, and improve overall customer satisfaction.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Groove 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 Groove 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 Groove. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Groove, and a separate workflow where Groove 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 Groove. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Groove integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
