Connect Espo CRM and Locate2u to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Order
Get order details
Create Stop
Update Order
Create Shipment
Get Shipment Details
Update Stop
Get Team Member Details
Get Stop Details
Update shipment
Ready to use Espo CRM and Locate2u 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
Stop Status Change
Triggers when the status of a stop in Locate2u is changed.
Shipment Status Change
Triggers when the status of a shipment in Locate2u is changed.
Shipment Assigned
Triggers when the shipment is assigned in Locate2u.
Stop Assigned
Triggers when the stop is assigned in Locate2u.
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 Order
Creates a new order
Get order details
Get existing order's details.
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Frequently Asked Questions
To start, connect both your Espo CRM and Locate2u accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Locate2u (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Locate2u . This includes choosing which data fields go into which fields of Locate2u , setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Locate2u 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 Locate2u . 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 Locate2u
Locate2u is a powerful platform designed to optimize and manage your delivery and service operations. With the Locate2u Stops Integration, businesses can efficiently track and manage their delivery stops, ensuring timely and accurate deliveries. This integration helps streamline logistics, improve customer satisfaction, and enhance operational efficiency.
Learn More
