viaSocket

Connect NEXT and Espo CRM to Build Intelligent Automations

Choose a Trigger

NEXT

When this happens...

Choose an Action

Espo CRM

Automatically do this!

Enable Integrations or automations with these events of NEXT and Espo CRM

Enable Integrations or automations with these events of NEXT and Espo CRM

Actions

Find Account

Find Account

Find an account in Next

Create a New Account

Create a New Account

Creates a new account in next.

Create Highlight

Create Highlight

Create a highlight

Create Recording

Create Recording

Create a recording in Next

Create lead

Create lead

Create a new lead with contact and address details.

Find lead

Find lead

Find a lead by ID and return its details.

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Frequently Asked Questions

How do I start an integration between NEXT and Espo CRM?

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

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

Absolutely. You can customize how NEXT 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 NEXT and Espo CRM?

The data sync between NEXT 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 NEXT 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 NEXT and Espo CRM?

Yes, you can set conditional logic to control the flow of data between NEXT 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.

NEXT

About NEXT

Next is a cutting-edge platform designed to streamline your workflow and enhance productivity. With a focus on seamless integration and user-friendly features, Next empowers teams to collaborate efficiently and achieve their goals.

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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.

Learn More