Connect Espo CRM and KwesForms to Build Intelligent Automations
Ready to use Espo CRM and KwesForms 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
New Form Created
runs when New Form Created
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.
Get All Websites
Retrieve all websites in your account.
Get Website Details
Get detailed information for a specific website.
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Frequently Asked Questions
To start, connect both your Espo CRM and KwesForms accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in KwesForms (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in KwesForms. This includes choosing which data fields go into which fields of KwesForms, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and KwesForms 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 KwesForms. 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 KwesForms
KwesForms is a powerful tool for creating and managing forms with ease. It offers advanced features like form validation, spam protection, and seamless integration with various platforms, making it ideal for businesses and developers looking to streamline their data collection processes.
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