EspoCRM
The EspoCRM modules enable you to monitor, create, retrieve, update, and delete accounts, contacts, leads, opportunities, cases, meetings, or calls in your EspoCRM.
Prerequisites
- An EspoCRM cloud or on-premise installation
In order to use EspoCRM with Make, it is necessary to have an EspoCRM account. If you do not have one, you can create an EspoCRM account at www.espocrm.com/self-hosted-vs-cloud-crm.
To connect your EspoCRM account to Make you need to create an API user in your EspoCRM to generate the API Key and Secret Key.
1. Log in to your EspoCRM.
2. Click the three dots () in the top-right corner and select Administration from the drop-down menu.
3. Navigate to API Users and click the +Create API User button.
4. Fill the required fields, add teams and/or roles, select the desired authentication method, and click Save.
Do not forget to assign teams and/or roles that possess scopes you want to use with Make. Go to Administration > Roles and create a new role with permissions you want to grant to the API user.
5. Find the generated API Key and API Secret in the created user's profile.
6. Go to Make and open the EspoCRM module's Create a connection dialog.
7. Enter the domain name of your EspoCRM installation, select the desired authentication method, and enter API Key and API Secret provided in step 5 to the respective fields. Click the Continue button to establish the connection.
The connection has been established. You can proceed with setting up the module.