Connect Espo CRM and metadata to Build Intelligent Automations
Enable Integrations or automations with these events of Espo CRM and metadata
Enable Integrations or automations with these events of Espo CRM and metadata
Triggers
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Actions
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.
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Frequently Asked Questions
To start, connect both your Espo CRM and metadata accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in metadata (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in metadata. This includes choosing which data fields go into which fields of metadata, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and metadata 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 metadata. 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.
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About metadata
Metadata’s patented technology executes thousands of B2B campaigns in a matter of hours, automatically optimizing campaigns for pipeline impact at a velocity that is not humanly possible.
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