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Your No-code and AI Automation PartnerAutomate Customer Interactions in Espo CRM
Link email, phone, and chat tools with Espo CRM using n8n to automatically log customer interactions. This gives sales teams a complete view of customer engagements, enabling personalized follow-ups and improved service.
When an Email is Received
1. Email Trigger
Trigger automation when an email is received.
Log Email as Activity
2. Log Email
Automatically log the email under the contact's record.
When a Call is Made
3. Call Trigger
Trigger automation when a call is made or received.
Log Call Details
4. Log Call
Log call details as activities in Espo CRM.
Convert Email Content
5. Convert Email
Convert email content into readable actions.
Notify Sales Rep
6. Sales Notification
Notify sales reps of significant interactions.
- Repeat -
Automation Benefits
Why Choose This Automation?
Discover the numerous benefits of integrating communication channels with Espo CRM through n8n.
Streamlined Processes
Automate tedious logging tasks to streamline workflows.
Improved Customer Insights
Gain better insights into customer needs and interactions.
Time-Saving Automation
Free up valuable time for sales reps to focus on high-value activities.
Consistent Data Entry
Ensure data accuracy and consistency across all channels.
Increased Sales Opportunities
Identify and act on new sales opportunities promptly.
Enhanced Communication
Improve communication and collaboration within sales teams.
Features
Key Features of Automation
Unlock the potential of seamless communication tracking with these standout features.
- 1Real-time Interaction Logging
Automatically log all communications in real-time for comprehensive tracking.
- 2Multi-channel Integration
Integrate email, phone, and chat channels seamlessly with Espo CRM.
- 3Personalized Follow-ups
Enable personalized service with detailed customer interaction insights.
Outcomes
Achieve Exceptional Results
See significant improvements in sales performance and customer satisfaction with this automation.
40%
Increase in Sales Efficiency
85%
Enhanced Customer Satisfaction
70%
Reduction in Manual Logging
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FAQ
Frequently Asked Questions
Answers to common questions about integrating Espo CRM with communication channels using n8n.
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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
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.