Connect Espo CRM and Iterate
Integrate Espo CRM with Iterate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Espo CRM + Iterate 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
Iterate
Automatically do this!
Add User to Survey
List Surveys
Get Survey Responses
Get Survey Stats
Search User
Anonymize User
Add User to Survey in Iterate when New Lead in Espo CRM
Use this flowList Surveys from Iterate when New Lead in Espo CRM
Use this flowGet Survey Responses from Iterate when New Lead in Espo CRM
Use this flowGet Survey Stats from Iterate when New Lead in Espo CRM
Use this flowSearch User in Iterate when New Lead in Espo CRM
Use this flowAnonymize User in Iterate when New Lead in Espo CRM
Use this flowAdd User to Survey in Iterate when Lead Status Updated in Espo CRM
Use this flowList Surveys from Iterate when Lead Status Updated in Espo CRM
Use this flowGet Survey Responses from Iterate when Lead Status Updated in Espo CRM
Use this flowGet Survey Stats from Iterate when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Iterate.
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 survey question is answered
Runs the workflow automatically whenever a question in the selected survey is answered.
When a survey response is submitted
Runs the workflow automatically when a respondent finishes the survey and their complete set of answers is submitted.
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 Survey
Add user to a survey
List Surveys
Show all survey forms
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 Iterate
Iterate helps teams collect customer feedback and insights through targeted surveys and forms.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Iterate 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 Iterate 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 Iterate. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Iterate, and a separate workflow where Iterate 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 Iterate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Iterate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
