Connect Espo CRM and SMTP to Build Intelligent Automations

Choose a Trigger

Espo CRM

When this happens...

Choose an Action

SMTP

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Runs when New Lead Is Created

Lead Status Updated

Lead Status Updated

Runs when Lead Status Updated

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Do thisActions

Action is the task that follows automatically within your Espo CRM integrations.

Create Lead

Create Lead

Create a new lead using contact and address details.

Get Lead

Get Lead

Fetches Lead details by an ID.

Update Lead

Update Lead

Update lead details.

Find Leads by Text Filter

Find Leads by Text Filter

Find leads that match a text filter.

Send Email

Send Email

Send a Message.

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Frequently Asked Questions

How do I start an integration between Espo CRM and SMTP?

To start, connect both your Espo CRM and SMTP accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in SMTP (or vice versa).

Can we customize how data from Espo CRM is recorded in SMTP?

Absolutely. You can customize how Espo CRM data is recorded in SMTP. This includes choosing which data fields go into which fields of SMTP, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Espo CRM and SMTP?

The data sync between Espo CRM and SMTP typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Espo CRM to SMTP?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Espo CRM and SMTP?

Yes, you can set conditional logic to control the flow of data between Espo CRM and SMTP. 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.

Espo CRM

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.

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SMTP

About SMTP

SMTP (Simple Mail Transfer Protocol) is like a digital postman that sends your emails to the right place on the internet. To use it, you’ll need the SMTP server address (like smtp.gmail.com), port number (587 or 465), and your email login credentials.

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