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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Lead Is Created
Runs when Lead Status Updated
Runs when a new activity is created in Membrain.
Runs when a prospect is disqualified.
Runs when a prospect is moved to a specific stage.
Runs when a sales project is archived.
Action is the task that follows automatically within your Espo CRM integrations.
Create a new lead using contact and address details.
Fetches Lead details by an ID.
Update lead details.
Find leads that match a text filter.
Creates a new company
Creates a new contact.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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).
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.
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.
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 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 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 MoreMembrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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