Integrate Espo CRM with Shippo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Espo CRM
When this happens...
New Lead
Lead Status Updated
Shippo
Automatically do this!
Search Orders
Create Shipping Order
Find Shipping Label
Search Orders in Shippo when New Lead in Espo CRM
Use this flowCreate Shipping Order in Shippo when New Lead in Espo CRM
Use this flowFind Shipping Label in Shippo when New Lead in Espo CRM
Use this flowSearch Orders in Shippo when Lead Status Updated in Espo CRM
Use this flowCreate Shipping Order in Shippo when Lead Status Updated in Espo CRM
Use this flowFind Shipping Label in Shippo when Lead Status Updated in Espo CRM
Use this flowCreate Lead in Espo CRM when New Order in Shippo
Use this flowGet Lead from Espo CRM when New Order in Shippo
Use this flowUpdate Lead in Espo CRM when New Order in Shippo
Use this flowFind Leads by Text Filter in Espo CRM when New Order in Shippo
Use this flowEverything you can automate between Espo CRM and Shippo.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Lead Is Created
Runs when Lead Status Updated
Triggers when a new order is created in Shippo.
Trigger when a new shipping label is created.
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.
Get a list of orders that match your filters, such as status, date range, or store.
Creates a new shipping order in Shippo.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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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 moreShippo's API standardizes carrier processes and streamlines the complexities of shipping, so you can offer a best-in-class solution without the upkeep.
Learn moreSign up for a free viaSocket account, then authorize both your Espo CRM and Shippo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and Shippo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Shippo. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Shippo, and a separate workflow where Shippo triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and Shippo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Shippo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.