Connect Track-POD and Espo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Track-POD
Choose an Action
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Ready to use Track-POD 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 Track-POD integrations.
Create Order
Create a new order.
Delete Order
Delete an order until Arrived.
Update Order
Update an existing order.
Find a Route by Code
Search for route by code.
Find an Order by Number
Search for order by number.
List drivers
Get All Drivers.
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Frequently Asked Questions
To start, connect both your Track-POD and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Track-POD triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how Track-POD 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 Track-POD 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 Track-POD 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 Track-POD
Track-POD is a delivery management software that helps businesses streamline their delivery operations, track shipments in real-time, and ensure proof of delivery. It offers features like route optimization, electronic signatures, and real-time tracking to enhance delivery efficiency and customer satisfaction.
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
