Connect Espo CRM and Heartbeat to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
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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 Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
On group join
Triggers when a user joins a group
New User
Triggers when a new user joins your community through an invitation link.
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.
Add user to group
Add members to a group.
Create a Group
Creates a new Group in your Heartbeat community.
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Frequently Asked Questions
To start, connect both your Espo CRM and Heartbeat accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Heartbeat (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Heartbeat. This includes choosing which data fields go into which fields of Heartbeat, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Heartbeat 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 Heartbeat. 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 Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
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