Erxes + EspoCRM Integration

Q: Can I automatically create EspoCRM contacts from Erxes form submissions?

You can automatically create EspoCRM contacts from every Erxes form submission using ready-made automation templates. Set it up in one click or customise the flow with Integrately AI.

Q: Can I connect Erxes, EspoCRM, and Slack?

You can connect Erxes, EspoCRM, and Slack in a single multi-step workflow. Form submissions in Erxes create contacts in EspoCRM and alert your team in Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Erxes and EspoCRM?

Integrately is a fast, cost-effective alternative for Erxes and EspoCRM integrations. It offers 20 million+ ready templates, 24/5 live chat support, and 3x to 10x lower cost.

Q: How does Erxes handle form submission data in automations?

Erxes captures form submission data and passes it securely to your chosen actions. You can use ready automation templates to map fields without manual coding.

Q: How does EspoCRM manage customer contact updates?

EspoCRM manages contact records efficiently when updated via automated workflows. Pre-built templates handle contact creation and updates instantly.

Q: Do I need coding skills to automate Erxes and EspoCRM?

You do not need any coding skills to connect Erxes and EspoCRM. Use ready templates or ask Integrately AI to set up your workflow in seconds.

Q: Is the Erxes and EspoCRM integration free?

The Erxes and EspoCRM integration is available on the free forever plan on Integrately. Start building your automated workflows at no cost.

Integrate Erxes to EspoCRM in one click, or tell Integrately AI how you want each contact handled. Capture form submissions, create and update contacts, alert your team, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Customer is created in Erxes Instant
Customer is updated in Erxes Instant
Customer is deleted in Erxes Instant
Form submission is received in Erxes Instant
Company is created in Erxes Instant
Company is updated in Erxes Instant
Company is deleted in Erxes Instant
Admin sends engagement message in Erxes Instant
Customer sends a message in Erxes Instant
Admin sent message in Erxes Instant
Knowledge base is created in Erxes Instant
Knowledge base is updated in Erxes Instant
Knowledge base is deleted in Erxes Instant
Target list is created in EspoCRM Instant
Contact is created in EspoCRM Instant
Contact is deleted in EspoCRM Instant
Contact is updated in EspoCRM Instant
Task is created in EspoCRM Instant
Task is updated in EspoCRM Instant
Task is deleted in EspoCRM Instant
Account is created in EspoCRM Instant
Opportunity is created in EspoCRM Instant
Meeting is created in EspoCRM Instant
Opportunity is updated in EspoCRM Instant
Case is created in EspoCRM Instant
Account is updated in EspoCRM Instant
Account is deleted in EspoCRM Instant
Opportunity is deleted in EspoCRM Instant
Case is updated in EspoCRM Instant
Case is deleted in EspoCRM Instant
Meeting is updated in EspoCRM Instant
Meeting is deleted in EspoCRM Instant
Lead is updated in EspoCRM Instant
Lead is created in EspoCRM Instant
Lead is deleted in EspoCRM Instant
Call is created in EspoCRM Instant
Call record is updated in EspoCRM Instant
Call is deleted in EspoCRM Instant

Search lead by name in EspoCRM
Create contact in EspoCRM
Search contact in EspoCRM
Update contact in EspoCRM
Delete contact in EspoCRM
Create lead in EspoCRM
Search lead email in EspoCRM
Update lead in EspoCRM
Delete lead in EspoCRM
Create task in EspoCRM
Create account in EspoCRM
Create case in EspoCRM
Create meeting in EspoCRM
Search account in EspoCRM
Update account in EspoCRM
Delete opportunity in EspoCRM
Delete meeting in EspoCRM
Create opportunity in EspoCRM
Search opportunity in EspoCRM
Search meeting in EspoCRM
Update opportunity in EspoCRM
Update meeting in EspoCRM
Search case in EspoCRM
Update case in EspoCRM
Delete account in EspoCRM
Delete case in EspoCRM
Create call in EspoCRM
Search call in EspoCRM
Update call in EspoCRM
Delete call in EspoCRM

Trusted by experts at...

Ready Workflows for Erxes + EspoCRM Integration

Capture form submissions, create contacts, update accounts, alert your team, and send follow-ups, all in just one click.

Create EspoCRM contact for new Erxes contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new EspoCRM contact and Erxes contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

Activate

Create EspoCRM task for new Erxes contact

EspoCRM and Erxes are two powerful cloud-based tools that can be used to improve business productivity. Using this EspoCRM - Erxes integration, you can automatically create task in EspoCRM whenever a new contact is created in Erxes.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Erxes + EspoCRM flow

Capture customer submissions in Erxes, sync them to EspoCRM, and trigger immediate notifications, support tasks, or marketing updates across your stack. Pick a combination and activate it in one click.

Gmail (3)

Slack (3)

HubSpot (3)

Mailchimp (3)

Calendly (3)

Stripe (3)

Send every new Erxes form submission to EspoCRM, and email the details via Gmail.

Form submissions in Erxes immediately create a new contact in EspoCRM and send an email notification via Gmail, eliminating manual data entry.

Create an EspoCRM contact when a customer is created in Erxes, and send a welcome email in Gmail.

New Erxes customers instantly generate contacts in EspoCRM while Gmail sends out an automated welcome message.

Sync Erxes company records to EspoCRM accounts, and email a summary report using Gmail.

Erxes company entries automatically create accounts in EspoCRM and trigger an email summary via Gmail.

Add every Erxes form submission to EspoCRM, and notify your sales channel in Slack.

Erxes form submissions instantly populate EspoCRM contacts and post an alert to your Slack sales channel.

Record new Erxes customers in EspoCRM, and announce the sign-up in Slack.

New Erxes customers are logged as EspoCRM contacts while Slack broadcasts the announcement to your team.

Sync new Erxes companies to EspoCRM accounts, and alert your account managers in Slack.

Erxes company records generate EspoCRM accounts and trigger instant alerts in Slack for account managers.

Turn every Erxes form submission into an EspoCRM contact, and update your HubSpot records.

Erxes submissions create EspoCRM contacts while maintaining synchronized records in HubSpot.

Sync Erxes customer creation to EspoCRM and HubSpot contacts simultaneously.

New Erxes customers are automatically added to EspoCRM and mirrored in HubSpot for unified marketing tracking.

Convert Erxes company additions into EspoCRM accounts and HubSpot company records.

Erxes company records populate both EspoCRM and HubSpot accounts for comprehensive pipeline tracking.

Add Erxes form leads to EspoCRM contacts, and subscribe them to your Mailchimp audience.

Erxes form submissions create EspoCRM contacts and enroll leads into your Mailchimp mailing list.

Sync new Erxes customers to EspoCRM and add them to Mailchimp lists.

New Erxes customers populate EspoCRM contacts and are automatically added to your Mailchimp newsletter.

Erxes company sign-ups create EspoCRM accounts while adding key contacts to Mailchimp segments.

Create an EspoCRM contact from Erxes submissions, and schedule meetings using Calendly.

Erxes form submissions create EspoCRM contacts and trigger scheduling links in Calendly.

Log new Erxes customers in EspoCRM and set up Calendly scheduling options.

New Erxes customers generate EspoCRM contacts while configuring booking workflows in Calendly.

Sync Erxes company records to EspoCRM accounts and organize Calendly meetings.

Erxes company registrations create EspoCRM accounts and establish Calendly booking parameters.

Add Erxes form submitters to EspoCRM, and create Stripe customer accounts.

Erxes form submissions create EspoCRM contacts and automatically set up billing profiles in Stripe.

New Erxes customers generate EspoCRM contacts and establish billing records in Stripe.

Sync Erxes company additions to EspoCRM accounts and establish Stripe billing accounts.

Erxes company records populate EspoCRM accounts while creating corporate billing profiles in Stripe.

Supported triggers and actions for Erxes and EspoCRM

Mix and match to build the exact automation you need

Erxes Triggers & Actions

Instant

Customer is created in Erxes

Triggers the automation when a new customer is created

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Instant

Customer is updated in Erxes

Triggers the automation when customer details are updated

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Instant

Customer is deleted in Erxes

Triggers the automation when a customer is removed from the database

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Instant

Form submission is received in Erxes

Triggers the automation when a form is filled

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Instant

Company is created in Erxes

Triggers the automation when a new company is created

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Instant

Company is updated in Erxes

Triggers the automation when a company is updated

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Instant

Company is deleted in Erxes

Triggers the automation when a company is deleted

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Instant

Admin sends engagement message in Erxes

Triggers the automation when an admin sends an engagement message to a contact

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Instant

Customer sends a message in Erxes

Triggers the automation when a customer sends a message

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Instant

Admin sent message in Erxes

Triggers the automation when the admin sends a message to someone

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Instant

Knowledge base is created in Erxes

Triggers the automation when new knowledge base is created

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Instant

Knowledge base is updated in Erxes

Triggers the automation when a knowledge base is modified

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Instant

Knowledge base is deleted in Erxes

Triggers the automation when a knowledge base is deleted

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EspoCRM Triggers & Actions

Instant

Target list is created in EspoCRM

Triggers the automation when a new target list is created

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Instant

Contact is created in EspoCRM

Triggers the automation when a new contact is created

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Instant

Contact is deleted in EspoCRM

Triggers the automation when a contact is removed from the particular list

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Instant

Contact is updated in EspoCRM

Triggers the automation when a contact is updated

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Instant

Task is created in EspoCRM

Triggers the automation when a new task is created

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Instant

Task is updated in EspoCRM

Triggers the automation when any task is updated

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Instant

Task is deleted in EspoCRM

Triggers the automation when a task is deleted

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Instant

Account is created in EspoCRM

Triggers the automation when a new account is created

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Instant

Opportunity is created in EspoCRM

Triggers the automation when any opportunity is updated

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Instant

Meeting is created in EspoCRM

Triggers the automation when a new meeting is scheduled

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Instant

Opportunity is updated in EspoCRM

Triggers the automation when any opportunity is updated

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Instant

Case is created in EspoCRM

Triggers the automation when a new case is created

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Instant

Account is updated in EspoCRM

Triggers the automation when an account is updated

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Instant

Account is deleted in EspoCRM

Triggers the automation when an account is deleted

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Instant

Opportunity is deleted in EspoCRM

Triggers the automation when any opportunity is deleted

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Instant

Case is updated in EspoCRM

Triggers the automation when any case is updated

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Instant

Case is deleted in EspoCRM

Triggers the automation when any case is deleted

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Instant

Meeting is updated in EspoCRM

Triggers the automation when the details of any meeting are updated

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Instant

Meeting is deleted in EspoCRM

Triggers the automation when a meeting is deleted

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Instant

Lead is updated in EspoCRM

Triggers the automation when the lead information is updated

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Instant

Lead is created in EspoCRM

Triggers the automation when a new lead is created

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Instant

Lead is deleted in EspoCRM

Triggers the automation when a lead is removed from the system

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Instant

Call is created in EspoCRM

Triggers the automation when a new call is made

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Instant

Call record is updated in EspoCRM

Triggers the automation when call details are modified

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Instant

Call is deleted in EspoCRM

Triggers the automation when a call is deleted from the log

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Search lead by name in EspoCRM

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Create contact in EspoCRM

Adds a new contact to the database

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Search contact in EspoCRM

Finds and retrieves contact information

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Update contact in EspoCRM

Updates contact information with new details

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Delete contact in EspoCRM

Removes a contact from the address book

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Create lead in EspoCRM

Generates new leads for potential customers

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Search lead email in EspoCRM

Searches for a lead's email

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Update lead in EspoCRM

Updates the lead information

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Delete lead in EspoCRM

Removes a lead from the database

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Create task in EspoCRM

Creates a new task

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Create account in EspoCRM

Generates a new account

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Create case in EspoCRM

Generates a new case entry

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Create meeting in EspoCRM

Schedule a meeting

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Search account in EspoCRM

Searches for account information

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Update account in EspoCRM

Updates account information

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Delete opportunity in EspoCRM

Removes a opportunity from the system

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Delete meeting in EspoCRM

Removes a scheduled meeting from the calendar

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Create opportunity in EspoCRM

Creates a new instance of the support system

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Search opportunity in EspoCRM

Searches for a opportunity

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Search meeting in EspoCRM

Searches for a meeting

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Update opportunity in EspoCRM

Updates the opportunity details as needed

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Update meeting in EspoCRM

Updates meeting details

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Search case in EspoCRM

Searches for a case record

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Update case in EspoCRM

Updates case details

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Delete account in EspoCRM

Removes an account and all associated data from the system

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Delete case in EspoCRM

Removes the particular case from the system

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Create call in EspoCRM

Initiates a call to the recipient

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Search call in EspoCRM

Searches for a call

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Update call in EspoCRM

Updates call information

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Delete call in EspoCRM

Deletes a call entry from the database

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What can you automate with Erxes + EspoCRM?

Streamline your customer relationship management by connecting every conversation, form submission, and company record instantly.

Get Started For Free

🔄

Sync Erxes form submissions to EspoCRM contacts

Automatically capture every inbound form submission from Erxes and create a corresponding contact record in EspoCRM within seconds, removing manual copy-pasting entirely.

📋

Capture every submitted field accurately

Map detailed form answers and customer profile fields from Erxes directly into EspoCRM contact fields so your CRM records contain complete conversation data.

⚡

Alert your team the moment a lead arrives

Trigger instant team notifications in Slack or email via Gmail whenever a new customer or form submission is registered in Erxes and synced to EspoCRM.

🔀

Route records based on submitted data fields

Evaluate incoming Erxes form data and route contacts to specific EspoCRM accounts or teams based on company size, region, or inquiry type.

🔄

Keep EspoCRM updated when Erxes data changes

Automatically update existing EspoCRM contact and company records whenever customer information or company details are modified in Erxes.

🛡️

Prevent duplicate records automatically

Search existing EspoCRM contacts before creating new ones to ensure clean database hygiene and eliminate duplicate customer entries.

📊

Manage account lifecycle transitions smoothly

Synchronize company creation and updates between Erxes and EspoCRM to ensure account statuses reflect true customer relationships.

🔗

Extend your workflow to external apps

Connect your Erxes and EspoCRM flow to tools like Slack, Gmail, or Mailchimp to trigger multi-step notifications and marketing campaigns automatically.

And much more...

Who is Erxes + EspoCRM integration for?

Teams managing customer conversations and relationship records need seamless data flow to eliminate manual entry and keep every department aligned.

Performance marketers

Sales representatives

Account managers

Customer support agents

Business owners

CRM administrators

📈

Performance marketers

You're running conversational campaigns in Erxes but your CRM data only updates when someone manually exports submissions, so the lead counts you're optimizing against are always a few hours behind — with this integration, every new submission lands in EspoCRM instantly and your pipeline stays current.

🎯

Sales representatives

You depend on rapid outreach when prospects convert in your chat widgets, but leads sit in unmonitored chat queues until someone checks manually, so potential deals go cold before you make contact — automating both apps means every form submission creates an EspoCRM contact immediately so you can follow up first.

🤝

Account managers

You need a complete history of every client interaction across chats and CRM records, but customer details get lost between Erxes conversations and EspoCRM accounts, leaving you unprepared for client reviews — this integration means every company record and customer profile syncs automatically into EspoCRM.

🎧

Customer support agents

You handle inbound inquiries through Erxes chatbots while tracking customer history in EspoCRM, but manual record creation causes missing support context and delayed responses — with this integration, every customer and submission syncs directly into EspoCRM without manual data entry.

📊

Business owners

You want an accurate, real-time overview of incoming customer acquisition, but manual data transfers between Erxes and EspoCRM create frustrating reporting gaps and delayed insights — connecting these apps means your CRM always reflects true lead volume and customer growth.

⚙️

CRM administrators

You spend hours fixing duplicate contacts and incomplete records created during manual Erxes data imports, wasting valuable time on data hygiene — automating both apps means every customer, company, and form submission flows directly into EspoCRM clean and error-free.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Erxes + EspoCRM

Build and manage your Erxes + EspoCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Erxes + EspoCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Erxes to EspoCRM?

You can connect Erxes to EspoCRM instantly using ready workflows or ask Integrately AI to build your automation. With 1,500+ integrations available, linking apps like Slack or Gmail takes just one click.

Can I automatically create EspoCRM contacts from Erxes form submissions?

Can I connect Erxes, EspoCRM, and Slack?

What is a good Zapier alternative for Erxes and EspoCRM?

How does Erxes handle form submission data in automations?

How does EspoCRM manage customer contact updates?

Do I need coding skills to automate Erxes and EspoCRM?

Is the Erxes and EspoCRM integration free?

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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Erxes or EspoCRM With 1500+ Other Apps

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Erxes + EspoCRM Integration

Integrate Erxes to EspoCRM in one click, or tell Integrately AI how you want each contact handled. Capture form submissions, create and update contacts, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Erxes + EspoCRM Integration

Capture form submissions, create contacts, update accounts, alert your team, and send follow-ups, all in just one click.

Create EspoCRM contact for new Erxes contact

Create EspoCRM task for new Erxes contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Erxes + EspoCRM flow

Capture customer submissions in Erxes, sync them to EspoCRM, and trigger immediate notifications, support tasks, or marketing updates across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Erxes and EspoCRM

Mix and match to build the exact automation you need

What can you automate with Erxes + EspoCRM?

Streamline your customer relationship management by connecting every conversation, form submission, and company record instantly.

Who is Erxes + EspoCRM integration for?

Teams managing customer conversations and relationship records need seamless data flow to eliminate manual entry and keep every department aligned.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Erxes + EspoCRM

Build and manage your Erxes + EspoCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Erxes or EspoCRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Erxes + EspoCRM Integration

Integrate Erxes to EspoCRM in one click, or tell Integrately AI how you want each contact handled. Capture form submissions, create and update contacts, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Erxes + EspoCRM Integration

Capture form submissions, create contacts, update accounts, alert your team, and send follow-ups, all in just one click.

Create EspoCRM contact for new Erxes contact

Create EspoCRM task for new Erxes contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Erxes + EspoCRM flow

Capture customer submissions in Erxes, sync them to EspoCRM, and trigger immediate notifications, support tasks, or marketing updates across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Erxes and EspoCRM

Mix and match to build the exact automation you need

What can you automate with Erxes + EspoCRM?

Streamline your customer relationship management by connecting every conversation, form submission, and company record instantly.

Who is Erxes + EspoCRM integration for?

Teams managing customer conversations and relationship records need seamless data flow to eliminate manual entry and keep every department aligned.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Erxes + EspoCRM

Build and manage your Erxes + EspoCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Erxes or EspoCRM With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click