Your No-code and AI Automation PartnerAutomate 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 changes in lead status automatically.
Assess if the lead has moved to a specified stage.
Automatically create a new follow-up task.
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.
- 1Real-Time Task Generation
Instantly create follow-up tasks as lead statuses change.
- 2Seamless Integration
Connect EspoCRM with Trello and Asana for unified task management.
- 3Customizable Triggers
Tailor task creation triggers to specific lead statuses.
Outcomes
Expected Outcomes
Benefit from automation to ensure timely follow-ups and improve sales.
95%
50%
3x
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Automation FAQ
Learn more about automating task management in EspoCRM.
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Pricing Plans
Our pricing plans
Choose a plan that is 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
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.