Connect Espo CRM and Hubstaff to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create a Project
Create a Client
Create a To-Do
List Organization
Get User
Ready to use Espo CRM and Hubstaff automations
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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
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 a Project
Create a new project in Hubstaff for the selected organization, with optional name, description, client, and billable settings.
Create a Client
Create a new client in Hubstaff for a selected organization, including optional name, emails, phone, address, project associations, invoice notes, and net payment terms.
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Frequently Asked Questions
To start, connect both your Espo CRM and Hubstaff accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Hubstaff (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Hubstaff. This includes choosing which data fields go into which fields of Hubstaff, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Hubstaff 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 Hubstaff. 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 Hubstaff
Hubstaff is a time tracking software that helps remote managers see what their workers are doing and track time to specific projects. It also provides detailed reports and productivity analytics.
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