Connect Espo CRM and Sitespeak.ai
Integrate Espo CRM with Sitespeak.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Chatbots from Sitespeak.ai when New Lead in Espo CRM
Ask the Chatbot with Sitespeak.ai when New Lead in Espo CRM
View Conversation History in Sitespeak.ai when New Lead in Espo CRM
List Leads from Sitespeak.ai when New Lead in Espo CRM
Create Suggested Answer in Sitespeak.ai when New Lead in Espo CRM
Popular Espo CRM + Sitespeak.ai flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
Sitespeak.ai
Automatically do this!
List Chatbots
Ask the Chatbot
View Conversation History
List Leads
Create Suggested Answer
List Chatbots from Sitespeak.ai when New Lead in Espo CRM
Use this flowAsk the Chatbot with Sitespeak.ai when New Lead in Espo CRM
Use this flowView Conversation History in Sitespeak.ai when New Lead in Espo CRM
Use this flowList Leads from Sitespeak.ai when New Lead in Espo CRM
Use this flowCreate Suggested Answer in Sitespeak.ai when New Lead in Espo CRM
Use this flowList Chatbots from Sitespeak.ai when Lead Status Updated in Espo CRM
Use this flowAsk the Chatbot with Sitespeak.ai when Lead Status Updated in Espo CRM
Use this flowView Conversation History in Sitespeak.ai when Lead Status Updated in Espo CRM
Use this flowList Leads from Sitespeak.ai when Lead Status Updated in Espo CRM
Use this flowCreate Suggested Answer in Sitespeak.ai when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Sitespeak.ai.
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.
List Chatbots
Retrieve the AI chatbots configured for your site so you can view or select them.
Ask the Chatbot
Send a question or message to the website AI chatbot—optionally continue a conversation—and receive a reply in the chosen format.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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Start automating Espo CRM and Sitespeak.ai free
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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 moreSimilar apps
About Sitespeak.ai
Sitespeak.ai (SiteSpeakAI) provides an embeddable AI agent for websites that’s trained on your site, docs, PDFs, and videos to answer questions, capture leads, book meetings, look up orders, and hand off to humans when needed. It supports 95+ languages, offers deep customization and analytics, and integrates with popular tools (e.g., WhatsApp, HubSpot, Slack, Shopify, WordPress, and Zapier) so the agent can automate real actions—not just replies.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Sitespeak.ai 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 Sitespeak.ai 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 Sitespeak.ai. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Sitespeak.ai, and a separate workflow where Sitespeak.ai 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 Sitespeak.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Sitespeak.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
