Connect Espo CRM and Teamhood to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Complete Item
Create Item
Create Board Row
Create Board
Delete Item
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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
Item Created
Runs when a new item is created in the selected workspace.
Item Updated
Runs when an existing item in Teamhood is 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.
Complete Item
Marks the item as done.
Create Item
Creates a new item in your Teamhood board.
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Frequently Asked Questions
To start, connect both your Espo CRM and Teamhood accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Teamhood (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Teamhood. This includes choosing which data fields go into which fields of Teamhood, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Teamhood 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 Teamhood. 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 Teamhood
Teamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.
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