EspoCRM
EspoCRM is an open-source CRM platform for managing sales, marketing, and customer support activities. Integrating EspoCRM with Make.com lets users automate lead management, contact updates, and opportunity tracking directly between EspoCRM and other business tools. |
|---|
This is AI-generated content based on official EspoCRM documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact EspoCRM directly.
Requirements
To use the EspoCRM app in Make, you must have an active EspoCRM account and an API User with an API Key or HMAC authentication method, create your account on EspoCRM. For subscription, refer to the EspoCRM pricing page.
Connect EspoCRM and Make
To get started, you must first create a connection between EspoCRM and Make, allowing the two services to communicate.
Obtain your API Key in your EspoCRM account
Create the connection in Make.
Obtain your API Key in your EspoCRM account
Before you create the connection in Make, you should first obtain your API Key in your EspoCRM account.
To obtain your API Key :
Navigate to Administration.
Click Roles.
Click the Create button to add a new role.
Configure permissions as desired for API access.
Click Save.
Navigate to API Users.
Click the Create button to add a new API user.
Select the role you previously created.
Click Save.
Copy the API key displayed for the API user.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the EspoCRM module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your EspoCRM account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
EspoCRM modules
After connecting to the EspoCRM app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
EspoCRM resources
You can have access to more resources related to this app on the following links