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.
Automatically detect new emails relevant to deals.
Use AI to extract relevant deal details from emails.
Automatically update or create opportunities in EspoCRM.
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Automation Benefits
Realize operational improvements and strategic advantages with this EspoCRM automation.
Free up time for your sales team to focus on closing deals.
Reduce errors in updating opportunities and deal statuses.
Boost overall productivity by minimizing manual tasks.
Gain up-to-date insights for better decision-making.
Easily integrate with existing email and CRM systems.
Grow your operations without increasing administrative efforts.
Enhance your sales pipeline management with automated updates and comprehensive tracking.
Keep your sales pipeline current without manual intervention.
Improve your sales forecasting accuracy with real-time data.
Seamlessly integrate inbox and CRM updates for streamlined operations.
Outcomes
Leverage automation for a more efficient, accurate, and streamlined sales process.
More Automation Use Cases
Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.
Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.
Ask me anything and watch how I respond.
From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.
RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.
Addressing common concerns and inquiries about automating the EspoCRM sales pipeline.
Pricing Plans
Choose a plan that's suitable for your needs.
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
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 required
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