Connect Pipl.ai and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Pipl.ai
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Ready to use Pipl.ai and Espo CRM 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
Do thisActions
Action is the task that follows automatically within your Pipl.ai integrations.
Add a new workspace
Adds a new workspace to Pipl.ai using an existing workspace ID for reference.
Create a new campaign
Creates a new campaign under a specified workspace.
List all campaigns
Retrieve a list of campaigns for a specific workspace.
Get campaign status
Get campaign status
Get campaign email accounts
Get a list of email accounts associated to the campaign
Set campaign name
This action allows users to set a new name for their campaign.
Know More About Piplai and Espo Crm Integrations
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
Frequently Asked Questions
To start, connect both your Pipl.ai and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipl.ai triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how Pipl.ai 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.
The data sync between Pipl.ai and Espo CRM 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 Pipl.ai 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.
About Pipl.ai
Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.
Learn MoreAbout 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
