Connect Espo CRM and Xperiencify to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Add Student to a Course
Search Student
Update Student Info
Remove Student From Course
Remove Student From All Course
Add Tag to Student
Remove Tag From Student
Ready to use Espo CRM and Xperiencify 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 Student Joins
Runs when a new student is added in Xperiencify.
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 Student to a Course
Add student to a existing course.
Search Student
Retrieve the details of student by its email address.
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Frequently Asked Questions
To start, connect both your Espo CRM and Xperiencify accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Xperiencify (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in Xperiencify. This includes choosing which data fields go into which fields of Xperiencify, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and Xperiencify 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 Xperiencify. 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 Xperiencify
Xperiencify is an online course platform that builds 8 psychological triggers into your course.
Learn More
