EspoCRM + WhatsApp Integration

Integrate EspoCRM to WhatsApp in one click, or tell Integrately AI how you want each contact handled. Send instant notifications, notify your team, update records, and trigger follow-ups automatically.

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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
  • WhatsApp
    Message is received in WhatsApp Instant
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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
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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Ready Workflows Ready Workflows for EspoCRM + WhatsApp Integration

Capture leads, send instant WhatsApp messages, keep records updated, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
EspoCRM + WhatsApp Integration

Send WhatsApp message for new EspoCRM contact

Anytime a new contact is added to your EspoCRM, automatically send them a message through WhatsApp letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this EspoCRM - WhatsApp integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Activate
EspoCRM + WhatsApp Integration

Send WhatsApp message for new EspoCRM task

With this EspoCRM - WhatsApp integration, whenever a new task is created in EspoCRM, message will be sent via WhatsApp. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Activate
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Connect more apps to your EspoCRM + WhatsApp flow

Sync your CRM and messaging workflows with calendars, email campaigns, billing, sheets, and video calls. Pick a combination and activate it in one click.

EspoCRM
WhatsApp
+
Google CalendarGoogle Calendar (3)
+
GmailGmail (2)
+
MailchimpMailchimp (2)
+
StripeStripe (2)
+
Google SheetsGoogle Sheets (2)
+
ZoomZoom (2)
E
G
W
Create a Google Calendar event from every EspoCRM meeting, and send a confirmation message in WhatsApp
New EspoCRM meetings appear in your Google Calendar instantly and notify your contacts via WhatsApp, so schedules stay aligned without manual entries.
E
G
W
When an EspoCRM meeting is updated, update the Google Calendar event and notify attendees in WhatsApp
Meeting updates in EspoCRM automatically adjust your Google Calendar and send an updated message via WhatsApp, keeping everyone informed.
G
E
W
Create an EspoCRM task when a Google Calendar event is created, and send a team notification in WhatsApp
Google Calendar events create corresponding EspoCRM tasks and alert your team on WhatsApp, ensuring no follow-up is missed.

Supported triggers and actions for EspoCRM and WhatsApp

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
Try it →
Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
Try it →
Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
Try it →
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
Try it →
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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WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it →
Send message (using template) in WhatsApp
Sends a message using a template
Try it →
Send message in WhatsApp
Delivers a message to a designated recipient
Try it →

What can you automate with EspoCRM + WhatsApp?

Streamline customer communication and relationship management by connecting your CRM events directly to automated messaging.

What you can automate?
🚀
Trigger WhatsApp messages from new CRM contacts
Send instant WhatsApp messages automatically whenever a new contact or lead is created in EspoCRM, eliminating manual outreach delays.
📋
Capture every submitted CRM field
Map all available contact and lead details into your automated messages instead of basic text, ensuring your communication is fully personalized.
🔔
Alert your team the moment events occur
Notify staff members instantly via WhatsApp when important tasks, meetings, or opportunities are created in EspoCRM.
🔀
Route messages based on CRM fields
Send different message templates or route notifications to specific teams based on account status, lead tier, or opportunity value.
🔄
Keep records updated in real time
Ensure your CRM data stays synchronized with customer replies and messaging activities without requiring manual updates.
➕
Add or update records without duplicates
Search existing contacts and accounts before creating new entries, keeping your EspoCRM database clean and organized.
⏱️
Handle later status changes automatically
Trigger follow-up messages or update task statuses when meetings, cases, or opportunities reach a new stage.
🔗
Extend flows to Google Sheets and other tools
Connect your EspoCRM and WhatsApp workflow with Google Sheets to log every interaction and keep reporting up to date.
And much more...

Who is EspoCRM + WhatsApp integration for?

Connecting EspoCRM and WhatsApp helps sales teams, support agents, and managers streamline communication and keep customer interactions aligned without manual effort.

Performance marketers
Performance marketers
Customer support agents
Customer support agents
Account managers
Account managers
Operations leads
Operations leads
Sales representatives
Sales representatives
Data administrators
Data administrators
📈
Performance marketers
You're running campaigns across multiple channels but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the sheet instantly and your data stays current.
⚡
Customer support agents
You need to respond to incoming enquiries immediately, but tickets pile up in your inbox before anyone logs them, so customers wait too long for replies — with this integration, every new case triggers instant notifications and your response time drops.
🤝
Account managers
You answer to clients who want immediate progress updates on their accounts, but finding the latest status requires checking multiple systems by hand — with this integration, every account change updates your records automatically and keeps clients informed.
📊
Operations leads
The volume of daily customer interactions is too high for your team to keep up with manual data entry, leading to missed follow-ups and incomplete records — with this integration, every task and meeting syncs across platforms without manual intervention.
👥
Sales representatives
You own the next step in the sales pipeline and depend on colleagues upstream to hand over prospect details before you can reach out — with this integration, every new lead appears in your workflow instantly.
🗂️
Data administrators
You need a reliable, complete history of all customer interactions, but manual copying always leaves gaps in your database — with this integration, every contact and opportunity is recorded accurately.
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Why choose Integrately to automate EspoCRM + WhatsApp

Build and manage your EspoCRM + WhatsApp 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 + WhatsApp 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.
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How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect EspoCRM to WhatsApp?
Frequently Asked Questions
You can connect EspoCRM to WhatsApp in 1 click using ready workflows on Integrately. Use Integrately AI to configure custom steps with Google Calendar, Gmail, Mailchimp, Stripe, Google Sheets, and Zoom.
Can I send automated WhatsApp messages when a new contact is created in EspoCRM?
Frequently Asked Questions
Can I connect EspoCRM, WhatsApp, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and WhatsApp?
Frequently Asked Questions
How does EspoCRM data trigger WhatsApp messages?
Frequently Asked Questions
Can I use WhatsApp templates in my EspoCRM automations?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and WhatsApp?
Frequently Asked Questions
Is the EspoCRM and WhatsApp integration free?
Frequently Asked Questions
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You Can Also Connect EspoCRM or WhatsApp With 1500+ Other Apps

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WhatsApp
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Sync WhatsApp with customer support, marketing, and notification tools to keep messaging working across your stack.
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