Connect Espo CRM and WhatsApp Business Cloud (Meta)
Integrate Espo CRM with WhatsApp Business Cloud (Meta) to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Templates in Whatsapp_business_cloud when New Lead in Espo CRM
Send Text Message in Whatsapp_business_cloud when New Lead in Espo CRM
Send Template Message in Whatsapp_business_cloud when New Lead in Espo CRM
Request Human Intervention via WhatsApp Business Cloud when New Lead in Espo CRM
List Templates in Whatsapp_business_cloud when Lead Status Updated in Espo CRM
Popular Espo CRM + WhatsApp Business Cloud (Meta) flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
WhatsApp Business Cloud (Meta)
Automatically do this!
List Templates
Send Text Message
Send Template Message
Request Human Intervention
List Templates in Whatsapp_business_cloud when New Lead in Espo CRM
Use this flowSend Text Message in Whatsapp_business_cloud when New Lead in Espo CRM
Use this flowSend Template Message in Whatsapp_business_cloud when New Lead in Espo CRM
Use this flowRequest Human Intervention via WhatsApp Business Cloud when New Lead in Espo CRM
Use this flowList Templates in Whatsapp_business_cloud when Lead Status Updated in Espo CRM
Use this flowSend Text Message in Whatsapp_business_cloud when Lead Status Updated in Espo CRM
Use this flowSend Template Message in Whatsapp_business_cloud when Lead Status Updated in Espo CRM
Use this flowRequest Human Intervention via WhatsApp Business Cloud when Lead Status Updated in Espo CRM
Use this flowCreate Lead in Espo CRM when Message Notification in Whatsapp_business_cloud
Use this flowGet Lead from Espo CRM when Message Notification in Whatsapp_business_cloud
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and WhatsApp Business Cloud (Meta).
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 Notification
Triggers when a new message is 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.
List Templates
List Templates available in the specific phone number.
Send Text Message
Text messages can be sent in customer-initiated conversations only
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About WhatsApp Business Cloud (Meta)
WhatsApp is a widely-used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and WhatsApp Business Cloud (Meta) accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and WhatsApp Business Cloud (Meta) as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach WhatsApp Business Cloud (Meta). No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in WhatsApp Business Cloud (Meta), and a separate workflow where WhatsApp Business Cloud (Meta) triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and WhatsApp Business Cloud (Meta). Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and WhatsApp Business Cloud (Meta) integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
