Connect PromptMate.io and Espo CRM to Build Intelligent Automations
Ready to use PromptMate.io and Espo CRM automations
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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 PromptMate.io integrations.
Use a Specific Template
Use a specific template
List Projects
List all the projects
List Templates
List all the templates
Lists Available Languages
Lists all available languages
Lists Available Countries
Lists all available countries
Create Lead
Create a new lead using contact and address details.
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Frequently Asked Questions
To start, connect both your PromptMate.io and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PromptMate.io triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how PromptMate.io 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 PromptMate.io 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 PromptMate.io 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 PromptMate.io
PromptMate.io is a cutting-edge platform designed to enhance and streamline the creation and management of AI-generated content. It offers tools and features that assist users in crafting high-quality prompts for various AI models, making it an essential resource for developers, content creators, and businesses looking to leverage AI technology effectively.
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.
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