Connect Espo CRM and Whatchimp to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Send Message
Send Template Message
Assign Chat To Team Member
Create Subscriber
Create Label
Update Subscriber
Find Subscriber
Get Labels's List
Get Subscriber's List
Get Conversation
Delete Subscriber
Assign Custom Fields
Assign Labels To Subscriber
Ready to use Espo CRM and Whatchimp 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
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
Sends a new WhatsApp message to a phone number within the 24‑hour messaging window.
Send Template Message
Sends a template message.
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Frequently Asked Questions
To start, connect both your Espo CRM and Whatchimp accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Whatchimp (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Whatchimp. This includes choosing which data fields go into which fields of Whatchimp, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Whatchimp 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 Whatchimp. 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 Whatchimp
Whatchimp is a platform designed to enhance your video and audio experiences. It offers tools and features that allow users to manage, edit, and optimize their multimedia content efficiently. Whether you're a content creator, marketer, or just someone who loves working with videos and audio, Whatchimp provides the necessary resources to elevate your projects.
Learn More
