Connect Espo CRM and SurveyMars to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Survey From Template
AI Create Survey
Find AI Created Survey
Ready to use Espo CRM and SurveyMars automations
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Actions and Triggers
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 Created
Triggers when a new survey created.
New Response Created
Triggers when a new response is created or received.
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.
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Frequently Asked Questions
To start, connect both your Espo CRM and SurveyMars accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in SurveyMars (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in SurveyMars. This includes choosing which data fields go into which fields of SurveyMars, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and SurveyMars typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Espo CRM and SurveyMars. 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.
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 MoreAbout 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.
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