Connect Once.to and Espo CRM to Build Intelligent Automations

Choose a Trigger

Once.to

When this happens...

Choose an Action

Espo CRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Links

New Links

Triggers when new Link is Created.

Request a new Trigger for Once.to

Do thisActions

Action is the task that follows automatically within your Once.to integrations.

Create Link

Create Link

Create a New Link

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.

Update lead

Update lead

Update a lead's details in Espo CRM.

new lead matches your criteria

new lead matches your criteria

runs when new lead matches your criteria

Request a new Action for Once.to

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Frequently Asked Questions

How do I start an integration between Once.to and Espo CRM?

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

Can we customize how data from Once.to is recorded in Espo CRM?

Absolutely. You can customize how Once.to 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 Once.to and Espo CRM?

The data sync between Once.to 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 Once.to 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 Once.to and Espo CRM?

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

Once.to

About Once.to

Once is a platform designed to streamline and enhance your scheduling and booking processes. It offers a user-friendly interface for managing appointments, meetings, and events efficiently, ensuring that you never miss an important date or time. With Once, you can easily coordinate with clients, colleagues, and partners, making it an essential tool for businesses and individuals who value time management and organization.

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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