Connect Espo CRM and Rev AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Submit Topic Extraction Job
Delete Topic Extraction
Submit Sentiment Analysis
Delete Submit Sentiment Analysis
Submit Force Alignment Job
Delete Submit Force Alignment Job
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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
New Topic Extraction
Trigger when new topic extraction is created.
New Submit Sentiment Analysis
Trigger when new submit analysis .
New Force Alignment Job
Trigger when new force alignment is created.
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.
Submit Topic Extraction Job
Starts an asynchronous job to extract topics from a transcript.
Delete Topic Extraction
Delete an existing topic extraction.
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Frequently Asked Questions
To start, connect both your Espo CRM and Rev AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Rev AI (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Rev AI. This includes choosing which data fields go into which fields of Rev AI, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Rev AI 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 Rev AI. 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 Rev AI
Rev is an audio transcription service that uses human beings to transcribe English audio or video into text.
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