Connect Espo CRM and TopMessage to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Send Message
List Messages
Get Message by ID
Ready to use Espo CRM and TopMessage 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
Message Is Read
Runs when message is read
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.
Send Message
Send a richly formatted message
List Messages
List SMS and WhatsApp messages
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Frequently Asked Questions
To start, connect both your Espo CRM and TopMessage accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in TopMessage (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in TopMessage. This includes choosing which data fields go into which fields of TopMessage, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and TopMessage 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 TopMessage. 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 TopMessage
TopMessage is a business messaging platform that enables companies to send SMS and WhatsApp messages through a single dashboard. It helps businesses manage marketing campaigns, customer communication, OTP verification, and automated messaging with easy-to-use APIs and tools. [1]: https://topmessage.com/?utm_source=chatgpt.com "TopMessage | Secure & Efficient Business Messaging Solutions"
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