Connect Fluent Forms and Espo CRM to Build Intelligent Automations

Choose a Trigger

Fluent Forms

When this happens...

Choose an Action

Espo CRM

Automatically do this!

Ready to use Fluent Forms and Espo CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Triggered when a new form is submitted in Fluent Forms.

New Lead

New Lead

Runs when New Lead Is Created

Lead Status Updated

Lead Status Updated

Runs when Lead Status Updated

Request a new Trigger for Fluent Forms

Do thisActions

Action is the task that follows automatically within your Fluent Forms integrations.

Create Lead

Create Lead

Create a new lead using contact and address details.

Get Lead

Get Lead

Fetches Lead details by an ID.

Update Lead

Update Lead

Update lead details.

Find Leads by Text Filter

Find Leads by Text Filter

Find leads that match a text filter.

Request a new Action for Fluent Forms

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Frequently Asked Questions

How do I start an integration between Fluent Forms and Espo CRM?

To start, connect both your Fluent Forms and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Fluent Forms triggers actions in Espo CRM (or vice versa).

Can we customize how data from Fluent Forms is recorded in Espo CRM?

Absolutely. You can customize how Fluent Forms data is recorded in Espo CRM. This includes choosing which data fields go into which fields of Espo CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Fluent Forms and Espo CRM?

The data sync between Fluent Forms and Espo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Fluent Forms to Espo CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Fluent Forms and Espo CRM?

Yes, you can set conditional logic to control the flow of data between Fluent Forms and Espo CRM. 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.

Fluent Forms

About Fluent Forms

Fluent Forms is a powerful and user-friendly form builder that allows users to create custom forms for their websites with ease. It offers a wide range of features including drag-and-drop form building, conditional logic, and integration with various third-party services, making it ideal for businesses and individuals looking to streamline their data collection processes.

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Espo CRM

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.

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