Loading Solutions...

Boost Sales with Automated Task Management in EspoCRM with Make.com, N8N and Zapier

Your No-code and AI Automation Partner

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.

When a Lead Status Changes

1. Lead Status Change Trigger

Detect changes in lead status automatically.

Check Lead Advancement

2. Evaluate Lead Status

Assess if the lead has moved to a specified stage.

Create Follow-Up Task

3. Generate Task in EspoCRM

Automatically create a new follow-up task.

Integrate with Task Manager

4. Optionally Sync with External Tools

Sync tasks with Trello or Asana if required.

- Repeat -

Automation Benefits

Benefits of Automation

Discover how automation elevates your EspoCRM process.

Consistent Customer Engagement

Stay in touch with leads by ensuring follow-ups are timely.

Reduced Administrative Burden

Free up your team from repetitive task management.

Improved Sales Efficiency

Focus on selling, not managing tasks.

Enhanced Workflow Accuracy

Minimize human error with automatic task creation.

Better Task Management

Integrate with Trello and Asana for task overview.

Greater Sales Success

Boost conversion rates with timely engagement.

Features

Features of Automated Task Creation

Discover key features that automate task generation in EspoCRM.

1
Real-Time Task Generation
Instantly create follow-up tasks as lead statuses change.
2
Seamless Integration
Connect EspoCRM with Trello and Asana for unified task management.
3
Customizable Triggers
Tailor task creation triggers to specific lead statuses.

Outcomes

Expected Outcomes

Benefit from automation to ensure timely follow-ups and improve sales.

95%

Increase in Follow-Up Accuracy

50%

Reduction in Admin Time

3x

Enhanced Sales Opportunities

More Automation Use Cases

Potential Automations for Your Business

Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.

Scale your impact with custom Chat Bots

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.

Learn More

Ellie (AI Assistant)

Ask me anything and watch how I respond.

Smart Email AI assistants for your Inbox

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.

Put your internal knowledge to work with RAG AI

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.

FAQ

Automation FAQ

Learn more about automating task management in EspoCRM.

We Might Have Solved Your Problems Already

Explore Similar Automations

See how you can improve your work process even more by leveraging AI and Automation.

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.

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.

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.

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.

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.

Pricing Plans

Our pricing plans

Choose a plan that's 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 required

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

Ready to Move Forward?
Join the automation strategy call

You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.