EspoCRM

Open Source CRM. Easy to customize.

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EspoCRM

EspoCRM API Integrations

Build and run workflows using the EspoCRM API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.

Overview

The EspoCRM API allows for robust interaction with your CRM data, enabling the automation of tasks, syncing data across platforms, and the enhancement of customer relationship management through customized workflows. By leveraging this API within Pipedream, you can design serverless workflows that react to CRM events, integrate with other services, and manipulate data to fit your business processes. Pipedream's no-code platform makes it straightforward to create, execute, and maintain these workflows, allowing you to focus on innovation rather than infrastructure.

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    espocrm: {
      type: "app",
      app: "espocrm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.espocrm.$auth.url}/api/v1/CurrencyRate`,
      headers: {
        "X-Api-Key": `${this.espocrm.$auth.api_key}`,
      },
    })
  },
})

Choose an API to Connect with EspoCRM API

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24
of
2,000+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Premium
Salesforce (REST API)
Salesforce (REST API)
Web services API for interacting with Salesforce
Premium
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Premium
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify Developer App
Shopify Developer App
Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Premium
Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Premium
ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Example Use Cases

  • Lead Auto-qualification Workflow: When a new lead is created in EspoCRM, this Pipedream workflow can automatically qualify leads based on predefined criteria such as location, budget, or industry. If the lead meets the criteria, the workflow could update the lead's status in EspoCRM and notify the sales team via Slack.

  • Support Ticket Integration: This Pipedream workflow watches for new support cases in EspoCRM. When a case is created, it gathers additional information from external sources (e.g., past orders from an e-commerce platform like Shopify) and updates the case with this data. It could also prioritize the case and assign it to the relevant agent based on workload or expertise.

  • Contact Sync Across Platforms: Maintain a synchronized contact list between EspoCRM and other platforms such as Mailchimp for email marketing campaigns. Whenever a contact is updated in EspoCRM, Pipedream can detect the change, process it, and update the corresponding contact list in Mailchimp, ensuring consistent information across your marketing tools.

Create Droplet with Digital Ocean API on New Changes (Instant) from EspoCRM API
EspoCRM + Digital Ocean
 
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Create Contact with EspoCRM API on New Webhook Event from Memberful API
Memberful + EspoCRM
 
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Create Contact with Google Contacts API on New Changes (Instant) from EspoCRM API
EspoCRM + Google Contacts
 
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Create Event with Google Calendar API on New Changes (Instant) from EspoCRM API
EspoCRM + Google Calendar
 
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List Accounts with EspoCRM API on New Requests from HTTP / Webhook API
HTTP / Webhook + EspoCRM
 
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New Changes (Instant) from the EspoCRM API

Emit new event upon the creation, update, deletion, or changes of any field in an entity type. See the documentation

 
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Create Contact with the EspoCRM API

Creates a new contact in Espo CRM. See the documentation

 
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Create Task with the EspoCRM API

This component creates a new task in Espo CRM. See the documentation

 
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List Accounts with the EspoCRM API

Retrieves a list of accounts from Espo CRM. See the documentation

 
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Authentication

EspoCRM uses API keys for authentication. When you connect your EspoCRM account, Pipedream securely stores the keys so you can easily authenticate to EspoCRM APIs in both code and no-code steps.