--- title: EspoCRM slug: espo-crm description: How to integrate EspoCRM with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_espo-crm.png createdAt: 2025-02-03T13:28:36.234Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/espo-crm.png" alt="EspoCRM logo" caption size="50" width="512" height="512"} | 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. | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](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, [create your account on EspoCRM](https://www.espocrm.com/). For subscription, refer to the [EspoCRM pricing page](https://www.espocrm.com/). # Connect EspoCRM and Make To get started, you must first create a connection between EspoCRM and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your EspoCRM account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Administration**. ::: :::WorkflowBlockItem Click** Roles**. ::: :::WorkflowBlockItem Click the** Create** button to add a new** role**. ::: :::WorkflowBlockItem Configure permissions as desired for** API access**. ::: :::WorkflowBlockItem Click** Save**. ::: :::WorkflowBlockItem Navigate to** API Users**. ::: :::WorkflowBlockItem Click the** Create** button to add a new API user. ::: :::WorkflowBlockItem Select the** role** you previously created. ::: :::WorkflowBlockItem Click** Save**. ::: :::WorkflowBlockItem 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.](https://docs.espocrm.com/development/api-tutorial/) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the EspoCRM module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # EspoCRM modules After connecting to the EspoCRM app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Compose an Email Creates a new email message by allowing you to specify the recipient, subject, body, and other email details. ::: :::ExpandableHeading ### Create a Call Initiates a new phone call to a specified contact or number. ::: :::ExpandableHeading ### Create a Case Creates a new case record in your selected application. ::: :::ExpandableHeading ### Create a Contact Creates a new contact record in your selected application. ::: :::ExpandableHeading ### Create a Lead Creates a new lead record in your selected application. ::: :::ExpandableHeading ### Create a Meeting Creates a new meeting event in your selected calendar or scheduling platform. ::: :::ExpandableHeading ### Create a Task Creates a new task in your selected application. ::: :::ExpandableHeading ### Create an Account Creates a new user account in the specified application. ::: :::ExpandableHeading ### Create an Attachment Adds an attachment to a case, a task, or an email draft. ::: :::ExpandableHeading ### Create an Opportunity Creates a new sales opportunity record in your CRM system. ::: :::ExpandableHeading ### Delete a Call Deletes a specific call record from your account. ::: :::ExpandableHeading ### Delete a Case Permanently removes a specified case from the system. ::: :::ExpandableHeading ### Delete a Contact Permanently removes a specified contact from your account. ::: :::ExpandableHeading ### Delete a Lead Permanently removes a specified lead from your database. ::: :::ExpandableHeading ### Delete a Meeting Permanently removes a specified meeting from your calendar. ::: :::ExpandableHeading ### Delete a Task Permanently removes a selected task from your account. ::: :::ExpandableHeading ### Delete an Account Permanently removes a specified user account from the system. ::: :::ExpandableHeading ### Delete an Opportunity Permanently removes a selected opportunity from your account. ::: :::ExpandableHeading ### Get a Call Retrieves details of a specific call. ::: :::ExpandableHeading ### Get a Case Retrieves detailed information about a specific case. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information about a specific contact. ::: :::ExpandableHeading ### Get a Lead Retrieves detailed information about a specific lead. ::: :::ExpandableHeading ### Get a Meeting Retrieves the details of a specific meeting. ::: :::ExpandableHeading ### Get a Task Retrieves detailed information about a specific task. ::: :::ExpandableHeading ### Get an Account Retrieves detailed information about a specific account. ::: :::ExpandableHeading ### Get an Opportunity Retrieves detailed information about a specific opportunity. ::: :::ExpandableHeading ### List Accounts Retrieves a list of existing accounts or searches for specific accounts based on given criteria. ::: :::ExpandableHeading ### List Calls Retrieves a list of calls or allows you to search for specific calls. ::: :::ExpandableHeading ### List Cases Retrieves a list of cases or searches for specific cases based on given criteria. ::: :::ExpandableHeading ### List Contacts Retrieves a list of contacts or searches for specific contacts based on given criteria. ::: :::ExpandableHeading ### List Leads Retrieves a list of leads or searches for specific leads based on given criteria. ::: :::ExpandableHeading ### List Meetings Retrieves a list of meetings or searches for specific meetings based on your criteria. ::: :::ExpandableHeading ### List Opportunites Retrieves a list of opportunities or searches for specific opportunities based on given criteria. ::: :::ExpandableHeading ### List Tasks Retrieves a list of tasks or searches for specific tasks based on given criteria. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Update a Call Updates the details or status of an existing call. ::: :::ExpandableHeading ### Update a Case Updates the details or information of an existing case. ::: :::ExpandableHeading ### Update a Contact Updates the details of an existing contact in your account. ::: :::ExpandableHeading ### Update a Lead Updates the details of an existing lead in your system. ::: :::ExpandableHeading ### Update a Meeting Modifies the details of an existing meeting. ::: :::ExpandableHeading ### Update a Task Modifies the details of an existing task. ::: :::ExpandableHeading ### Update an Account Updates the details of an existing account. ::: :::ExpandableHeading ### Update an Opportunity Updates the details of an existing opportunity. ::: :::ExpandableHeading ### 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 [Make's template gallery](https://www.make.com/en/templates), 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 - [EspoCRM topics on Make community](https://community.make.com/search?q=EspoCRM) - [EspoCRM website](https://www.espocrm.com/) - [EspoCRM API documentation](https://docs.espocrm.com/development/api/) - [EspoCRM page on make](https://www.make.com/en/integrations/espo-crm) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::