Connect Espo CRM and PostHog to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Capture Event
List PostHog Users
List all Organizations
List all Project
List all Members
Create Project
Rename Project
Delete Project
Get All Cohorts
Get People In Cohort
Get All Events For Person
Add or Update Person Properties
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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
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.
Capture Event
Send a user event to PostHog with a user ID and optional details.
List PostHog Users
Lists PostHog users, optionally filtering by email or staff status, and returns results in pages.
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Frequently Asked Questions
To start, connect both your Espo CRM and PostHog accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in PostHog (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in PostHog. This includes choosing which data fields go into which fields of PostHog, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and PostHog 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 PostHog. 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 PostHog
PostHog is an open-source product analytics platform that provides businesses with the tools to understand user behavior and improve their products. It offers features such as event tracking, session recording, and feature flags, enabling teams to make data-driven decisions and enhance user experiences.
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