Your No-code and AI Automation Partner

Automate 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.

1
Real-time Interaction Logging
Automatically log all communications in real-time for comprehensive tracking.
2
Multi-channel Integration
Integrate email, phone, and chat channels seamlessly with Espo CRM.
3
Personalized 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 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

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.