7todos + EspoCRM Integration

Connect 7todos to EspoCRM - Automate your workflows in 1-click

Make use of 7todos automations to improve team communication and gain real-time visibility into project progress. Make use of EspoCRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between 7todos & EspoCRM using Integrately.
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Ready Workflows For 7todos + EspoCRM Integration

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EspoCRM + 7todos Integration

Create 7todos task for new EspoCRM contact

EspoCRM and 7todos are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in EspoCRM, do you also create a task in 7todos? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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EspoCRM + 7todos Integration

Create 7todos task for new EspoCRM task

EspoCRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from EspoCRM. 7todos is a great tool for this.

All you need to do is - integrate 7todos with EspoCRM to create task in 7todos automatically when certain task occur in EspoCRM. This can save you time by not having to manually create tasks in both systems.
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7todos + EspoCRM Integration
1.
  • EspoCRM
    Contact is created in EspoCRM

    Triggers the automation whenever a new contact is created

    Instant
  • EspoCRM
    Contact is deleted in EspoCRM

    Triggers the automation whenever a contact is removed from the particular list

    Instant
  • EspoCRM
    Contact is updated in EspoCRM

    Triggers the automation whenever a contact is updated

    Instant
  • EspoCRM
    Task is created in EspoCRM

    Triggers the automation whenever a new task is created

    Instant
  • EspoCRM
    Task is updated in EspoCRM

    Triggers the automation whenever any task is updated

    Instant
  • EspoCRM
    Task is deleted in EspoCRM

    Triggers the automation whenever a task is deleted

    Instant
  • EspoCRM
    Account is created in EspoCRM

    Triggers the automation whenever a new account is created

    Instant
  • EspoCRM
    Opportunity is created in EspoCRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • EspoCRM
    Meeting is created in EspoCRM

    Triggers the automation whenever a new meeting is scheduled

    Instant
  • EspoCRM
    Opportunity is updated in EspoCRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • EspoCRM
    Case is created in EspoCRM

    Triggers the automation whenever a new case is created

    Instant
  • EspoCRM
    Account is updated in EspoCRM

    Triggers the automation whenever an account is updated

    Instant
  • EspoCRM
    Account is deleted in EspoCRM

    Triggers the automation whenever an account is deleted

    Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM

    Triggers the automation whenever any opportunity is deleted

    Instant
  • EspoCRM
    Case is updated in EspoCRM

    Triggers the automation whenever any case is updated

    Instant
  • EspoCRM
    Case is deleted in EspoCRM

    Triggers the automation whenever any case is deleted

    Instant
  • EspoCRM
    Meeting is updated in EspoCRM

    Triggers the automation whenever the details of any meeting are updated

    Instant
  • EspoCRM
    Meeting is deleted in EspoCRM

    Triggers the automation whenever a meeting is deleted

    Instant
  • EspoCRM
    Lead is updated in EspoCRM

    Triggers the automation whenever the lead information is updated

    Instant
  • EspoCRM
    Lead is created in EspoCRM

    Triggers the automation whenever a new lead is created

    Instant
  • EspoCRM
    Lead is deleted in EspoCRM

    Triggers the automation whenever a lead is removed from the system

    Instant
  • EspoCRM
    Call is created in EspoCRM

    Triggers the automation whenever a new call is made

    Instant
  • EspoCRM
    Call record is updated in EspoCRM

    Triggers the automation when call details are modified

    Instant
  • EspoCRM
    Call is deleted in EspoCRM

    Triggers the automation whenever a call is deleted from the log

    Instant
2.
  • 7todos
    Create Task in 7todos

    Automatically creates a new task

  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM

    Automatically adds a new contact to the database

  • EspoCRM
    Search contact in EspoCRM

    Automatically finds and retrieves contact information

  • EspoCRM
    Update contact in EspoCRM

    Automatically updates contact information with new details

  • EspoCRM
    Delete contact in EspoCRM

    Automatically removes a contact from the address book

  • EspoCRM
    Create lead in EspoCRM

    Automatically generates new leads for potential customers

  • EspoCRM
    Search lead email in EspoCRM

    Automatically searches for a lead's email

  • EspoCRM
    Update lead in EspoCRM

    Automatically updates the lead information

  • EspoCRM
    Delete lead in EspoCRM

    Automatically removes a lead from the database

  • EspoCRM
    Create task in EspoCRM

    Automatically creates a new task

  • EspoCRM
    Create account in EspoCRM

    Automatically generates a new account

  • EspoCRM
    Create case in EspoCRM

    Automatically generates a new case entry

  • EspoCRM
    Create meeting in EspoCRM

    Automatically schedule a meeting

  • EspoCRM
    Search account in EspoCRM

    Automatically searches for account information

  • EspoCRM
    Update account in EspoCRM

    Automatically updates account information

  • EspoCRM
    Delete opportunity in EspoCRM

    Automatically removes a opportunity from the system

  • EspoCRM
    Delete meeting in EspoCRM

    Automatically removes a scheduled meeting from the calendar

  • EspoCRM
    Create opportunity in EspoCRM

    Automatically creates a new instance of the support system

  • EspoCRM
    Search opportunity in EspoCRM

    Automatically searches for a opportunity

  • EspoCRM
    Search meeting in EspoCRM

    Automatically searches for a meeting

  • EspoCRM
    Update opportunity in EspoCRM

    Automatically updates the opportunity details as needed

  • EspoCRM
    Update meeting in EspoCRM

    Automatically updates meeting details

  • EspoCRM
    Search case in EspoCRM

    Automatically searches for a case record

  • EspoCRM
    Update case in EspoCRM

    Automatically updates case details

  • EspoCRM
    Delete account in EspoCRM

    Automatically removes an account and all associated data from the system

  • EspoCRM
    Delete case in EspoCRM

    Automatically removes the particular case from the system

  • EspoCRM
    Create call in EspoCRM

    Automatically initiates a call to the recipient

  • EspoCRM
    Search call in EspoCRM

    Automatically searches for a call

  • EspoCRM
    Update call in EspoCRM

    Automatically updates call information

  • EspoCRM
    Delete call in EspoCRM

    Automatically deletes a call entry from the database

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Integrate 7todos & EspoCRM In 1 Click
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