Connect Espo CRM and Livestorm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Session
Remove Session
Remove Registrant
Remove Event
Update an Event
Update an Session
Create Event
Ready to use Espo CRM and Livestorm automations
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 Registrant
Triggers when a new participant register for an Event
Registrant Attended
Triggers when a registrant attended an Event Session that just ended
Registrant Didn't Attend
Triggers when a registrant didn't attend an Event Session that just ended
Registrant Watched Reply
Triggers when a registrant has watched an replay of an Event Session
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 Session
Create an Event Session
Remove Session
Deletes a Session
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Frequently Asked Questions
To start, connect both your Espo CRM and Livestorm accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Livestorm (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Livestorm. This includes choosing which data fields go into which fields of Livestorm, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Livestorm 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 Livestorm. 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 Livestorm
Livestorm is an end-to-end engagement platform that enables you to connect, engage, and capture actionable insights in one place.
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