Connect Espo CRM and SurveyMars
Integrate Espo CRM with SurveyMars to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Survey From Template in Surveymars when New Lead in Espo CRM
AI Create Survey in Surveymars when New Lead in Espo CRM
Find AI Created Survey in SurveyMars when New Lead in Espo CRM
Create Survey From Template in Surveymars when Lead Status Updated in Espo CRM
AI Create Survey in Surveymars when Lead Status Updated in Espo CRM
Popular Espo CRM + SurveyMars 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
SurveyMars
Automatically do this!
Create Survey From Template
AI Create Survey
Find AI Created Survey
Create Survey From Template in Surveymars when New Lead in Espo CRM
Use this flowAI Create Survey in Surveymars when New Lead in Espo CRM
Use this flowFind AI Created Survey in SurveyMars when New Lead in Espo CRM
Use this flowCreate Survey From Template in Surveymars when Lead Status Updated in Espo CRM
Use this flowAI Create Survey in Surveymars when Lead Status Updated in Espo CRM
Use this flowFind AI Created Survey in SurveyMars when Lead Status Updated in Espo CRM
Use this flowCreate Lead in Espo CRM when New Survey Response Submitted in SurveyMars
Use this flowGet Lead from Espo CRM when New Survey Response Submitted in SurveyMars
Use this flowUpdate Lead in Espo CRM when New Survey Response Submitted in SurveyMars
Use this flowFind Leads by Text Filter in Espo CRM when New Survey Response Submitted in SurveyMars
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and SurveyMars.
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 Survey Response Submitted
Runs when new survey response is submitted
New Survey Created
Runs when new survey 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.
Create Survey From Template
Create a new survey from an existing template.
AI Create Survey
Use AI to create a ready-to-use survey from the provided title, purpose, language, number of questions, and survey type.
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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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 SurveyMars
SurveyMars is a comprehensive platform designed to create, distribute, and analyze surveys with ease. It offers robust tools for gathering insights and feedback, making it ideal for businesses, educators, and researchers.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and SurveyMars 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 SurveyMars 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 SurveyMars. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in SurveyMars, and a separate workflow where SurveyMars 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 SurveyMars. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and SurveyMars integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
