Connect ShopBase and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
new product is added
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new product is added
runs when new product is added
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 ShopBase integrations.
Create Product
Create a new product with title, images, options, and variants.
Create Product Variant
Create a product variant with option values, price, SKU, and image.
Add Product Image
Upload an image to a product and optionally set it as the main image.
Update Product
Update a product's title and add one or more images.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
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Frequently Asked Questions
To start, connect both your ShopBase and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ShopBase triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how ShopBase 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 ShopBase 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 ShopBase 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 ShopBase
ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.
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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