Connect Espo CRM and HelloLeads CRM
Integrate Espo CRM with HelloLeads CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in HelloLeads CRM when New Lead in Espo CRM
Create Lead in HelloLeads CRM when Lead Status Updated in Espo CRM
Create Lead in Espo CRM when When Lead Becomes Customer in HelloLeads CRM
Get Lead from Espo CRM when When Lead Becomes Customer in HelloLeads CRM
Update Lead in Espo CRM when When Lead Becomes Customer in HelloLeads CRM
Popular Espo CRM + HelloLeads CRM 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
HelloLeads CRM
Automatically do this!
Create Lead
Create Lead in HelloLeads CRM when New Lead in Espo CRM
Use this flowCreate Lead in HelloLeads CRM when Lead Status Updated in Espo CRM
Use this flowCreate Lead in Espo CRM when When Lead Becomes Customer in HelloLeads CRM
Use this flowGet Lead from Espo CRM when When Lead Becomes Customer in HelloLeads CRM
Use this flowUpdate Lead in Espo CRM when When Lead Becomes Customer in HelloLeads CRM
Use this flowFind Leads by Text Filter in Espo CRM when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate Lead in Espo CRM when New Lead Added to HelloLeads CRM
Use this flowGet Lead from Espo CRM when New Lead Added to HelloLeads CRM
Use this flowUpdate Lead in Espo CRM when New Lead Added to HelloLeads CRM
Use this flowFind Leads by Text Filter in Espo CRM when New Lead Added to HelloLeads CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and HelloLeads CRM.
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
When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
New Lead Added
Triggers when a new lead is added to HelloLeads CRM.
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 Lead
Creates a new lead.
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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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 HelloLeads CRM
HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and HelloLeads CRM 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 HelloLeads CRM 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 HelloLeads CRM. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in HelloLeads CRM, and a separate workflow where HelloLeads CRM 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 HelloLeads CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and HelloLeads CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
