Connect Espo CRM and Slide
Integrate Espo CRM with Slide to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send One-Time Password via Slide when New Lead in Espo CRM
Send WhatsApp Template Message via Slide when New Lead in Espo CRM
Send Email From Template using a template in Slide when New Lead in Espo CRM
Create Email Contact in Slide when New Lead in Espo CRM
List SMS Campaigns in Slide when New Lead in Espo CRM
Popular Espo CRM + Slide 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
Slide
Automatically do this!
Send One-Time Password
Send WhatsApp Template Message
Send Email From Template
Create Email Contact
List SMS Campaigns
Send One-Time Password via Slide when New Lead in Espo CRM
Use this flowSend WhatsApp Template Message via Slide when New Lead in Espo CRM
Use this flowSend Email From Template using a template in Slide when New Lead in Espo CRM
Use this flowCreate Email Contact in Slide when New Lead in Espo CRM
Use this flowList SMS Campaigns in Slide when New Lead in Espo CRM
Use this flowSend One-Time Password via Slide when Lead Status Updated in Espo CRM
Use this flowSend WhatsApp Template Message via Slide when Lead Status Updated in Espo CRM
Use this flowSend Email From Template using a template in Slide when Lead Status Updated in Espo CRM
Use this flowCreate Email Contact in Slide when Lead Status Updated in Espo CRM
Use this flowList SMS Campaigns in Slide when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Slide.
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
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account.
When a new WhatsApp message is received
Runs the workflow automatically whenever a new WhatsApp message is received in the account.
When an email is delivered
Runs the workflow automatically whenever an email is confirmed as delivered to the recipient.
When a new order is created
Runs the workflow automatically when a new order is created in the connected Shopify store.
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.
Send One-Time Password
Send a one-time password (OTP) to a phone number using a specified OTP widget configuration.
Send WhatsApp Template Message
Send an approved WhatsApp template message to a phone number, optionally filling template variables.
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.
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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 Slide
Slide by Synquic is an omnichannel marketing and messaging automation platform. Automate Instagram DMs (including comment-to-DM and story replies), run WhatsApp Business API broadcasts and flows, build chatbots, send email campaigns and drips, and trigger AI voice calls—all from one dashboard. As a Meta Verified Tech Partner, Slide helps brands capture leads, engage customers, and drive conversions with analytics and ecommerce integrations like Shopify. Trusted by 40+ brands across India.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and Slide 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 Slide 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 Slide. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in Slide, and a separate workflow where Slide 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 Slide. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and Slide integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
