EspoCRM + FluentCRM Integration

Integrate EspoCRM to FluentCRM in one click, or tell Integrately AI how you want each contact handled. Sync and qualify leads, update your CRM records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
  • FluentCRM
    Contact is created in FluentCRM
  • FluentCRM
    Contact is updated in FluentCRM
Arrow Right
2.
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM
  • FluentCRM
    Create contact in FluentCRM
  • FluentCRM
    Update contact in FluentCRM
  • FluentCRM
    Search contact in FluentCRM
  • FluentCRM
    Add note to contact in FluentCRM

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Ready Workflows Ready Workflows for EspoCRM + FluentCRM Integration

Capture leads, organise responses, keep contacts updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
FluentCRM + EspoCRM Integration

Create EspoCRM contact for new FluentCRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this FluentCRM - EspoCRM integration, anytime a new FluentCRM contact is created, an EspoCRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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FluentCRM + EspoCRM Integration

Create EspoCRM task for new FluentCRM contact

In FluentCRM, when you create a contact, it automatically creates a task in EspoCRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Got a different task in mind? Describe it

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

Connect more apps to your EspoCRM + FluentCRM flow

Sync your leads with marketing, e-commerce, and collaboration tools to keep your pipeline moving. Pick a combination and activate it in one click.

EspoCRM
FluentCRM
+
WordPressWordPress (4)
+
MailchimpMailchimp (4)
+
WooCommerceWooCommerce (4)
+
Google SheetsGoogle Sheets (4)
+
StripeStripe (4)
+
SlackSlack (4)
W
E
F
Create an EspoCRM contact for every new WordPress user, and create a contact in FluentCRM.
New WordPress users appear in EspoCRM and FluentCRM instantly without manual entry.
W
E
F
Update your EspoCRM contact when a WordPress user is updated, and update the contact in FluentCRM.
Keep contact records synchronized between WordPress, EspoCRM, and FluentCRM.
W
E
F
Search for an existing EspoCRM contact when a WordPress user is updated, and update the contact in FluentCRM.
Locate and update matching records across EspoCRM and FluentCRM from WordPress changes.
W
E
F
Create a task in EspoCRM when a WordPress user is registered, and add a note to contact in FluentCRM.
Automate follow-up tasks in EspoCRM and add context in FluentCRM for every new WordPress user.

Supported triggers and actions for EspoCRM and FluentCRM

Mix and match to build the exact automation you need

EspoCRM
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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FluentCRM
FluentCRM Triggers & Actions
Contact is created in FluentCRM
Triggers the automation when a new contact is created
Try it →
Contact is updated in FluentCRM
Triggers the automation when a contact is updated
Try it →
Create contact in FluentCRM
Adds a new contact to the database
Try it →
Update contact in FluentCRM
Updates contact information with new details
Try it →
Search contact in FluentCRM
Finds and retrieves contact information
Try it →
Add note to contact in FluentCRM
Adds a personalized note to a contact
Try it →

What can you automate with EspoCRM + FluentCRM?

Streamline your customer relationship management and marketing workflows with powerful automation between EspoCRM and FluentCRM.

What you can automate?
🔄
Sync every new contact between EspoCRM and FluentCRM instantly
Whenever a new contact is created in EspoCRM, automatically generate a corresponding contact in FluentCRM without manual intervention. Keep your CRM and marketing tools perfectly aligned.
📋
Capture every submitted field across your customer records
Map complete contact details including names, emails, and phone numbers directly between EspoCRM and FluentCRM. Ensure no important customer data gets left behind.
🔔
Alert your team the moment a new contact arrives
Send instant notifications to your sales or support channel in Slack whenever a new contact or lead is created. Ensure your team can follow up immediately.
🔀
Route contacts dynamically based on submitted form fields
Execute different actions or assign specific tags depending on custom field values submitted by your leads. Ensure every contact goes to the right workflow branch.
🔄
Keep destination records up to date as details change
Automatically update existing contact information in FluentCRM whenever a record is modified in EspoCRM. Prevent outdated information from causing communication errors.
🔍
Search and update instead of creating duplicate records
Perform intelligent lookups to find existing contacts before creating new entries. Maintain a clean, deduplicated database across both platforms.
💳
Handle status changes and milestone updates seamlessly
Trigger automated updates in your marketing database whenever a deal stage changes or an opportunity is won in EspoCRM. Keep your sales and marketing lifecycle connected.
🌐
Extend your workflow with popular third-party tools
Connect EspoCRM and FluentCRM with tools like Google Sheets, Slack, or WooCommerce to build comprehensive multi-step automation pipelines for your entire business.
And much more...

Who is EspoCRM + FluentCRM integration for?

Sales and marketing teams relying on EspoCRM and FluentCRM need seamless data synchronisation to eliminate manual entry and keep customer records accurate across platforms.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Operations managers
Operations managers
Support specialists
Support specialists
Account managers
Account managers
Data analysts
Data analysts
📈
Performance marketers
You're running campaigns across multiple acquisition channels but your CRM data only updates when someone manually exports lists, so the conversion counts you're reviewing are always a few hours behind — with this integration, every new contact lands in both platforms instantly and your data stays current.
🎯
Sales representatives
You need to follow up with inbound leads immediately, but you find out about new submissions hours later because records are stuck in transit — automating both apps means every lead appears in your pipeline the moment it arrives so you can reach out first.
📊
Operations managers
You answer to management who wants to see clean pipeline progress and accurate lead counts, but manual data transfers keep leaving gaps in your reports — this integration means every record is logged precisely where it belongs without human error.
👥
Support specialists
The volume of inquiries is too high for anyone to keep up by hand, leading to delayed responses and frustrated customers — connecting these apps means contact details and support context flow seamlessly so you can resolve issues faster.
💼
Account managers
You own the client onboarding step and depend on someone upstream to hand over customer details before you can start work, but details often get lost — automating both apps means every customer record arrives complete and on time.
📋
Data analysts
You need a reliable history of customer interactions for accurate forecasting, but you keep finding mismatched records between your CRM and marketing database — with this integration, your customer databases remain perfectly synchronized.
Our team

Ready Workflows 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 EspoCRM + FluentCRM

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

1,500+ apps connected
1,500+ apps connected
Connect EspoCRM + FluentCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect EspoCRM to FluentCRM?
Frequently Asked Questions
You can connect EspoCRM to FluentCRM in 1-click using ready templates on Integrately. Choose from workflows involving WordPress, Mailchimp, and Google Sheets, or ask Integrately AI to build your custom automation instantly.
Can I automatically sync new contacts from EspoCRM to FluentCRM?
Frequently Asked Questions
Can I connect EspoCRM, FluentCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and FluentCRM?
Frequently Asked Questions
How does EspoCRM data handle contact updates in FluentCRM?
Frequently Asked Questions
Can FluentCRM trigger actions in EspoCRM?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and FluentCRM?
Frequently Asked Questions
Is the EspoCRM and FluentCRM integration free?
Frequently Asked Questions
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You Can Also Connect EspoCRM or FluentCRM With 1500+ Other Apps

EspoCRM
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FluentCRM
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Sync FluentCRM with marketing, e-commerce, and analytics tools to keep customer engagement data working across your stack.
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