EspoCRM + Halopsa Integration

Connect EspoCRM to Halopsa in 1 click

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1.
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
  • Halopsa
    Site note is deleted in Halopsa Instant
  • Halopsa
    Ticket is created in Halopsa Instant
  • Halopsa
    User is created in Halopsa Instant
  • Halopsa
    User is updated in Halopsa Instant
  • Halopsa
    User is deleted in Halopsa Instant
  • Halopsa
    Site is created in Halopsa Instant
  • Halopsa
    Site is updated in Halopsa Instant
  • Halopsa
    Site is deleted in Halopsa Instant
  • Halopsa
    Customer is created in Halopsa Instant
  • Halopsa
    Customer is updated in Halopsa Instant
  • Halopsa
    Customer is deleted in Halopsa Instant
  • Halopsa
    CRM note is created in Halopsa Instant
  • Halopsa
    CRM note is updated in Halopsa Instant
  • Halopsa
    CRM note is deleted in Halopsa Instant
  • Halopsa
    Site note is created in Halopsa Instant
  • Halopsa
    Site note is updated in Halopsa Instant
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2.

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Ready Workflows Ready Workflows   for EspoCRM + Halopsa Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Halopsa + EspoCRM Integration

Create EspoCRM contact from new Halopsa ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in EspoCRM. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - EspoCRM integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in EspoCRM.

This makes it easy to keep track of your support tickets and contacts in one place.
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Automations

Top 10 Most Popular EspoCRM Automations from
Integrately Community

Just click on the workflow you want to automate

EspoCRM logo
WordPress logo
Create WordPress user for new EspoCRM contact
Activate
Google Sheets logo
EspoCRM logo
Create EspoCRM contact for new Google Sheets row
Activate
EspoCRM logo
Microsoft Excel logo
Create Microsoft Excel row for new EspoCRM contact
Activate
EspoCRM logo
Zoom logo
Create Zoom webinar registrant for new EspoCRM contact
Activate
EspoCRM logo
Google Calendar logo
Create Google Calendar event for new EspoCRM task
Activate
EspoCRM logo
WordPress logo
Create WordPress user for new EspoCRM contact
Activate
Google Sheets logo
EspoCRM logo
Create EspoCRM contact for new Google Sheets row
Activate
EspoCRM logo
Microsoft Excel logo
Create Microsoft Excel row for new EspoCRM contact
Activate
EspoCRM logo
Zoom logo
Create Zoom webinar registrant for new EspoCRM contact
Activate
EspoCRM logo
Google Calendar logo
Create Google Calendar event for new EspoCRM task
Activate
PostgreSQL logo
EspoCRM logo
Create EspoCRM contact for new PostgreSQL row
Shoplazza logo
EspoCRM logo
Create EspoCRM contact from new Shoplazza customer
EspoCRM logo
PostgreSQL logo
Create PostgreSQL row for new EspoCRM contact
EspoCRM logo
SmartSuite logo
Create SmartSuite row for new EspoCRM contact
EspoCRM logo
VivifyScrum logo
Create VivifyScrum item for new EspoCRM task
PostgreSQL logo
EspoCRM logo
Create EspoCRM contact for new PostgreSQL row
Shoplazza logo
EspoCRM logo
Create EspoCRM contact from new Shoplazza customer
EspoCRM logo
PostgreSQL logo
Create PostgreSQL row for new EspoCRM contact
EspoCRM logo
SmartSuite logo
Create SmartSuite row for new EspoCRM contact
EspoCRM logo
VivifyScrum logo
Create VivifyScrum item for new EspoCRM task
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How Integrately Works?

1
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2
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3
Automation is ready
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EspoCRM
EspoCRM
EspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.
Halopsa
Halopsa
HaloPSA (by Halo) is an all-in-one PSA platform for MSPs and IT teams: unifying ticketing, CRM, project & stock management, billing, time tracking, automation, self-service, asset reporting, and workflows.