Connect Espo CRM and klaxoon to Build Intelligent Automations

Choose a Trigger

Espo CRM

When this happens...

Choose an Action

klaxoon

Automatically do this!

Ready to use Espo CRM and klaxoon automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Runs when New Lead Is Created

Lead Status Updated

Lead Status Updated

Runs when Lead Status Updated

Request a new Trigger for Espo CRM

Do thisActions

Action is the task that follows automatically within your Espo CRM integrations.

Create Lead

Create Lead

Create a new lead using contact and address details.

Get Lead

Get Lead

Fetches Lead details by an ID.

Update Lead

Update Lead

Update lead details.

Find Leads by Text Filter

Find Leads by Text Filter

Find leads that match a text filter.

List All Boards

List All Boards

Get all existing boards.

Create Board

Create Board

Creates a Board.

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Frequently Asked Questions

How do I start an integration between Espo CRM and klaxoon?

To start, connect both your Espo CRM and klaxoon accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in klaxoon (or vice versa).

Can we customize how data from Espo CRM is recorded in klaxoon?

Absolutely. You can customize how Espo CRM data is recorded in klaxoon. This includes choosing which data fields go into which fields of klaxoon, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Espo CRM and klaxoon?

The data sync between Espo CRM and klaxoon typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Espo CRM to klaxoon?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Espo CRM and klaxoon?

Yes, you can set conditional logic to control the flow of data between Espo CRM and klaxoon. 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.

Espo CRM

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.

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klaxoon

About klaxoon

Whether on-site, remotely or hybrid, Klaxoon technologies help you think, collaborate and move forward in a simple and super-productive way.

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