Connect Espo CRM and Text-Em-All to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Add New Contact
Create Contact Group
Delete Group
Remove Contact From Group
Send Text Broadcast
Send Text Message
List Contacts
Ready to use Espo CRM and Text-Em-All automations
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 Outbound Text Sent
runs when new outbound text is sent
New Text Received
runs when New Text Received
Broadcast Status Changes
runs when Broadcast Status Changes
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.
Add New Contact
Adds a contact and assigns them to selected groups.
Create Contact Group
Create a new contact group
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Frequently Asked Questions
To start, connect both your Espo CRM and Text-Em-All accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Text-Em-All (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Text-Em-All. This includes choosing which data fields go into which fields of Text-Em-All, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Text-Em-All 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 Text-Em-All. 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 Text-Em-All
Text-Em-All is a powerful communication platform designed to streamline mass messaging through text and voice. Ideal for businesses and organizations looking to efficiently reach large groups, it offers features for automated notifications, reminders, and alerts.
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