EspoCRM and Salesflare
How to connect EspoCRM
- Via Zapier — 8 operations available. Set it up ↗
- Via Make — 44 modules available. Set it up ↗
What you can automate
- When new Lead in EspoCRM, find or create contact in Salesflare.
- When updated Lead Status in EspoCRM, find or create contact in Salesflare.
About EspoCRM
EspoCRM is a highly customizable open source CRM software.
EspoCRM operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Lead — Triggers when a new Lead is created.
- Updated Lead Status — Triggers when a Lead Status is updated.
Actions (5)
Things Salesflare can make it do
- Create Lead — Creates a Lead in EspoCRM.
- Find or Create Lead — Find Lead using the text filter.
- Get Lead — Fetches Lead details by an ID.
- Lead Capture — Sends a Lead to the Lead Capture entry point.
- Update Lead — Updates a Lead in EspoCRM.
Searches (1)
Look up existing records
- Find Lead — Find Lead using the text filter.
EspoCRM operations on Make
Triggers (1)
Start a workflow when this happens
- Watch Changes — Watches the creation, updating, deleting or field change events of various entity types.
Actions (35)
Things Salesflare can make it do
- Compose an Email — Composes an email.
- Create a Call — Creates a call.
- Create a Case — Creates a case.
- Create a Contact — Creates a contact.
- Create a Lead — Creates a lead.
Show 30 more actions
- Create a Meeting — Creates a meeting.
- Create a Task — Creates a task.
- Create an Account — Creates an account.
- Create an Attachment — Creates an attachment for case, task, or composing an email.
- Create an Opportunity — Creates an opportunity.
- Delete a Call — Deletes a call.
- Delete a Case — Deletes a case.
- Delete a Contact — Deletes a contact.
- Delete a Lead — Deletes a lead.
- Delete a Meeting — Deletes a meeting.
- Delete a Task — Deletes a task.
- Delete an Account — Deletes an account.
- Delete an Opportunity — Deletes an opportunity.
- Get a Call — Gets a call.
- Get a Case — Gets a case.
- Get a Contact — Gets a contact.
- Get a Lead — Gets a lead.
- Get a Meeting — Gets a meeting.
- Get a Task — Gets a task.
- Get an Account — Gets an account.
- Get an Opportunity — Gets an opportunity.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Call — Updates a call.
- Update a Case — Updates a case.
- Update a Contact — Updates a contact.
- Update a Lead — Updates a lead.
- Update a Meeting — Updates a meeting.
- Update a Task — Updates a task.
- Update an Account — Updates an account.
- Update an Opportunity — Updates an opportunity.
Searches (8)
Look up existing records
- List Accounts — Lists or searches accounts.
- List Calls — Lists or searches calls.
- List Cases — Lists or searches cases.
- List Contacts — Lists or searches contacts.
- List Leads — Lists or searches leads.
Show 3 more searches
- List Meetings — Lists or searches meetings.
- List Opportunites — Lists or searches opportunites.
- List Tasks — Lists or searches tasks.
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