Capture and qualify leads effortlessly by integrating web forms and social media with Espo CRM. Streamline the lead management process and enhance sales conversion rates.
Capture data from website forms using webhooks.
Import leads from Facebook Lead Ads.
Automatically create lead records in Espo CRM.
Assign leads to sales reps based on criteria.
Send notifications to sales team via Slack.
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Automation Benefits
Reap the benefits of a streamlined and efficient lead management process.
Capture leads from multiple sources effortlessly.
Qualify leads accurately for better sales opportunities.
Streamline processes to focus on high-value tasks.
Reduce response times and increase conversion rates.
Manage all leads in one place for better oversight.
Keep the team informed with instant updates.
Maximize efficiency and improve sales performance with these key features.
Effortlessly integrate web forms and social media data into Espo CRM.
Run qualifying rules to quickly assign leads to the right sales reps.
Keep your sales team informed with instant alerts about new leads.
Outcomes
Transform your lead management process and see remarkable improvements.
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.
Find answers to common questions about automating lead generation with Espo CRM.
We Might Have Solved Your Problems Already
See how you can improve your work process even more by leveraging AI and Automation.
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