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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 on New Email
Solution
1. Detect Incoming Email

Automatically detect new emails relevant to deals.

Extract Deal Information
Solution
2. Parse Email Content

Use AI to extract relevant deal details from emails.

Update EspoCRM Opportunity
Solution
3. Refresh or Create Opportunity

Automatically update or create opportunities in EspoCRM.

- Repeat -

Automation Benefits

Benefits of Automation

Realize operational improvements and strategic advantages with this EspoCRM automation.

Time Savings

Free up time for your sales team to focus on closing deals.

Improved Accuracy

Reduce errors in updating opportunities and deal statuses.

Enhanced Productivity

Boost overall productivity by minimizing manual tasks.

Real-Time Insights

Gain up-to-date insights for better decision-making.

Seamless Integration

Easily integrate with existing email and CRM systems.

Scalable Solution

Grow your operations without increasing administrative efforts.

Features

Key Features

Enhance your sales pipeline management with automated updates and comprehensive tracking.

  • 1
    Automatic Deal Updates

    Keep your sales pipeline current without manual intervention.

  • 2
    Accurate Sales Forecasting

    Improve your sales forecasting accuracy with real-time data.

  • 3
    Efficient Workflow Integration

    Seamlessly integrate inbox and CRM updates for streamlined operations.

Feature

Outcomes

Expected Outcomes

Leverage automation for a more efficient, accurate, and streamlined sales process.

30%
Increase in Sales Efficiency
90%
Reduction in Manual Errors
99%
Improvement in Data Accuracy

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FAQ

Frequently Asked Questions

Addressing common concerns and inquiries about automating the EspoCRM sales pipeline.

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