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 https //www espocrm com/support/ 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, https //www espocrm com/ for subscription, refer to the https //www espocrm com/ connect espocrm and {{product name}} to get started, you must first create a connection between espocrm and {{product name}} , 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 {{product name}} , 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 {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs espocrm com/development/api tutorial/ create the connection in {{product name}} https //www make com/en/register , add the espocrm module to your {{scenario singular lowercase}} , 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 docid\ so88fm6pkt0g adkddfzz page espocrm modules after connecting to the espocrm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} compose an email creates a new email message by allowing you to specify the recipient, subject, body, and other email details create a call initiates a new phone call to a specified contact or number create a case creates a new case record in your selected application create a contact creates a new contact record in your selected application create a lead creates a new lead record in your selected application create a meeting creates a new meeting event in your selected calendar or scheduling platform create a task creates a new task in your selected application create an account creates a new user account in the specified application create an attachment adds an attachment to a case, a task, or an email draft create an opportunity creates a new sales opportunity record in your crm system delete a call deletes a specific call record from your account delete a case permanently removes a specified case from the system delete a contact permanently removes a specified contact from your account delete a lead permanently removes a specified lead from your database delete a meeting permanently removes a specified meeting from your calendar delete a task permanently removes a selected task from your account delete an account permanently removes a specified user account from the system delete an opportunity permanently removes a selected opportunity from your account get a call retrieves details of a specific call get a case retrieves detailed information about a specific case get a contact retrieves detailed information about a specific contact get a lead retrieves detailed information about a specific lead get a meeting retrieves the details of a specific meeting get a task retrieves detailed information about a specific task get an account retrieves detailed information about a specific account get an opportunity retrieves detailed information about a specific opportunity list accounts retrieves a list of existing accounts or searches for specific accounts based on given criteria list calls retrieves a list of calls or allows you to search for specific calls list cases retrieves a list of cases or searches for specific cases based on given criteria list contacts retrieves a list of contacts or searches for specific contacts based on given criteria list leads retrieves a list of leads or searches for specific leads based on given criteria list meetings retrieves a list of meetings or searches for specific meetings based on your criteria list opportunites retrieves a list of opportunities or searches for specific opportunities based on given criteria list tasks retrieves a list of tasks or searches for specific tasks based on given criteria make an api call executes a custom api request to the connected service using your authorized credentials update a call updates the details or status of an existing call update a case updates the details or information of an existing case update a contact updates the details of an existing contact in your account update a lead updates the details of an existing lead in your system update a meeting modifies the details of an existing meeting update a task modifies the details of an existing task update an account updates the details of an existing account update an opportunity updates the details of an existing opportunity watch changes monitors and detects when entities are created, updated, deleted, or when specific fields within those entities are changed templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} espocrm resources you can have access to more resources related to this app on the following links https //community make com/search?q=espocrm https //www espocrm com/ https //docs espocrm com/development/api/ https //www make com/en/integrations/espo crm