Connect Sensible and Espo CRM to Build Intelligent Automations

Choose a Trigger

Sensible

When this happens...

Choose an Action

Espo CRM

Automatically do this!

Ready to use Sensible and Espo CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document Extraction

New Document Extraction

Triggers when a new document is successfully extracted

New Lead

New Lead

Runs when New Lead Is Created

Lead Status Updated

Lead Status Updated

Runs when Lead Status Updated

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Do thisActions

Action is the task that follows automatically within your Sensible integrations.

Extract Document

Extract Document

Extract data from a document

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.

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Frequently Asked Questions

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

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

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

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

The data sync between Sensible 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 Sensible 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 Sensible and Espo CRM?

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

Sensible

About Sensible

Sensible is a platform designed to streamline and optimize your business processes through intelligent automation and data management. It offers tools to enhance productivity, improve decision-making, and ensure seamless operations.

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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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