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Automate EspoCRM API Workflows with Make.com, n8n and Zapier

Automate your EspoCRM tasks to effortlessly manage leads, opportunities, and customer interactions, freeing up your team's time to focus on strategic initiatives and driving sales growth.

When a Lead Created
Solution
1. Automate Lead Routing

Automatically route new leads to the right sales reps.

Perform an Update Contact
Solution
2. Sync Contact Details

Sync contact updates across all systems in real-time.

Perform an Send Notification
Solution
3. Notify Team on Deal Closure

Alert team on Slack when a deal closes in EspoCRM.

When Opportunity Reached Certain Stage
Solution
4. Automate Opportunity Alerts

Notify stakeholders when opportunities advance stages.

Perform an Create Task
Solution
5. Task Assignment from CRM

Create tasks in Asana for follow-up when leads update.

- Repeat -

Automation Benefits

Key Benefits of EspoCRM Automation

Automating EspoCRM processes can lead to significant improvement in efficiency and revenue.

Enhanced Lead Management

Automatically segment and prioritize leads to increase conversion rates.

Improved Data Integrity

Ensure data consistency across platforms with automatic synchronizations.

Efficient Task Allocation

Assign tasks automatically based on CRM updates, saving time.

Seamless Integration

Connect EspoCRM seamlessly with other software for better workflow.

Timely Notifications

Receive automated alerts for important CRM events, keeping everyone informed.

Better Customer Insights

Gain deeper insights into customer data through automated reports.

Features

EspoCRM Automation Features

Enhance your productivity by automating key features in EspoCRM, allowing seamless integration with other tools you use every day.

  • 1
    Automated Lead Segmentation

    Classify and prioritize leads automatically to improve conversion.

  • 2
    Scheduled Reporting

    Automate report generation and distribution to stakeholders.

  • 3
    Contact Synchronization

    Keep contact details consistent across all platforms in real-time.

Feature

Outcomes

Business Outcomes

Realize significant improvements in customer relationship management and data consistency to propel your business forward.

30%
Increase in Sales Efficiency
40+ hours/month
Reduction in Manual Tasks
90%
Improved Data Accuracy

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EspoCRM automation use cases

See how you can improve your process by leveraging AI, automation and EspoCRM API.

Extract Metric Data app logoEvaluate Metric Changes app logoSend Email Alert app logoSend Slack Alert app logo
Automate EspoCRM Alerts for Key Metrics

Effortlessly track changes in critical metrics using EspoCRM and Make.com. Instantly receive alerts via email or Slack when predefined thresholds are exceeded, ensuring you stay informed and responsive to business trends.

Receive Support Ticket app logoIdentify Customer app logo
Enhance EspoCRM with Zendesk Integration

Streamline your customer support process by integrating EspoCRM with Zendesk using Zapier. Automatically sync support tickets and feedback to ensure comprehensive interaction records within your CRM.

Detect Incoming Email app logoParse Email Content app logoRefresh or Create Opportunity app logo
Automate EspoCRM Sales Pipeline Updates

Streamline your sales operations by automatically updating your EspoCRM sales pipeline through n8n. Keep your deals current by triggering updates on new communication entries, reducing administrative tasks and enhancing sales efficiency.

Trigger EspoCRM Contact Update app logoLocate Contact in Mailchimp app logo
Automate EspoCRM to Mailchimp Updates

Effortlessly synchronize EspoCRM contacts with Mailchimp for real-time updates. Ensure your email campaigns always target the right audience by automatically syncing contact updates and segmenting lists based on CRM tags.

Lead Status Change Trigger app logoOptionally Sync with External Tools app logo
Automate Follow-Up Tasks in EspoCRM

Enhance your sales workflow by automating follow-up task creation when a lead's status changes in EspoCRM. Save time and ensure no critical follow-ups are missed with seamless integration using Make.

Detect Updated Record in CRM app logoRetrieve Corresponding Customer app logo
Sync EspoCRM with QuickBooks Automatically

Seamless data synchronization between EspoCRM and QuickBooks with Zapier. Keep your CRM and accounting records up to date, reduce errors, and save time by automating data updates and record creation.

FAQ

EspoCRM Automation FAQs

Get answers to the most common questions about automating EspoCRM to enhance usability and business performance.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required