Connect Espo CRM and Membrain to Build Intelligent Automations

Choose a Trigger

Espo CRM

When this happens...

Choose an Action

Membrain

Automatically do this!

Ready to use Espo CRM and Membrain 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

New Activity Created

New Activity Created

Runs when a new activity is created in Membrain.

Prospect Is Disqualified

Prospect Is Disqualified

Runs when a prospect is disqualified.

Prospect Moves To Stage

Prospect Moves To Stage

Runs when a prospect is moved to a specific stage.

Sales Project Is Archived

Sales Project Is Archived

Runs when a sales project is archived.

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.

Create Company

Create Company

Creates a new company

Create Contact

Create Contact

Creates a new contact.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Espo CRM and Membrain 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 Membrain?

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 Membrain?

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

About Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

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