Connect Espo CRM and Qlik to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create App
List All Spaces
Create Space
Copy App
List Items
Invite User
Ready to use Espo CRM and Qlik 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
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 App
Create a new Qlik Sense app
List All Spaces
Get all spaces in tenant
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Frequently Asked Questions
To start, connect both your Espo CRM and Qlik accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Qlik (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Qlik. This includes choosing which data fields go into which fields of Qlik, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Qlik 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 Qlik. 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 Qlik
Qlik is a powerful data analytics and business intelligence platform that helps organizations make data-driven decisions. It offers a range of tools for data visualization, reporting, and dashboard creation, enabling users to gain insights from their data quickly and efficiently.
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