Connect WPForms and Espo CRM to Build Intelligent Automations
Ready to use WPForms and Espo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Entry
Triggers on a new form entry.
Do thisActions
Action is the task that follows automatically within your WPForms integrations.
Create lead
Create a new lead with contact and address details.
Find lead
Find a lead by ID and return its details.
Update lead
Update a lead's details in Espo CRM.
new lead matches your criteria
runs when new lead matches your criteria
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Frequently Asked Questions
To start, connect both your WPForms and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in WPForms triggers actions in Espo CRM (or vice versa).
Absolutely. You can customize how WPForms 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 WPForms 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 WPForms 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 WPForms
WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
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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