Connect Espo CRM and HeyStream
Integrate Espo CRM with HeyStream to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + HeyStream 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
HeyStream
Automatically do this!
Create Broadcast
List Broadcasts
Create Series
List Series
Register Attendee for Broadcast
List Contacts
View Broadcast Details
Find a Series
List Broadcasts in a Series
Update Broadcast
Update Series
Register a Contact for Series
List Broadcast Registrations
List Series Registrations
Get Contact
List Cloud Recordings
Get Recording Download Link
Create Broadcast in HeyStream when New Lead in Espo CRM
Use this flowList Broadcasts from HeyStream when New Lead in Espo CRM
Use this flowCreate Series in HeyStream when New Lead in Espo CRM
Use this flowList Series on HeyStream when New Lead in Espo CRM
Use this flowRegister Attendee for Broadcast on HeyStream when New Lead in Espo CRM
Use this flowList Contacts from HeyStream when New Lead in Espo CRM
Use this flowView Broadcast Details in HeyStream when New Lead in Espo CRM
Use this flowFind a Series on HeyStream when New Lead in Espo CRM
Use this flowList Broadcasts in a Series in HeyStream when New Lead in Espo CRM
Use this flowUpdate Broadcast in HeyStream when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and HeyStream.
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 a new broadcast is created
Runs the workflow automatically whenever a new broadcast is created in HeyStream.
When a new registration is created for a stream
Runs the workflow automatically whenever a new registration is created for a stream.
When a broadcast is updated
Runs the workflow automatically whenever any broadcast is updated.
When a stream recording is ready
Runs the workflow automatically whenever a stream's recording becomes available.
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 Broadcast
Create a webinar or live stream and set its title, schedule, timezone, duration, series, and registration options.
List Broadcasts
Retrieve broadcasts and filter by status, series ID, external ID, or scheduled date range. Supports pagination, result limits, and selecting which fields to return.
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 HeyStream
HeyStream is a B2B webinar and live broadcast platform for marketing teams. It lets you spin up branded, browser-based webinars in minutes, capture audience intent with embeddable registration and in-stream CTAs, turn engagement signals into insights, and automate smarter follow-ups. HeyStream connects with your existing stack—including CRMs, email tools, and payments—so you can track attendance, measure conversions, and drive revenue from both live and replay events.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and HeyStream 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 HeyStream 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 HeyStream. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in HeyStream, and a separate workflow where HeyStream 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 HeyStream. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and HeyStream integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
