EspoCRM + HelpSpace Integration

Connect EspoCRM to HelpSpace in 1 click

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1.
  • EspoCRM
    Target list is created in EspoCRM Instant
  • 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
  • HelpSpace
    Customer is deleted in HelpSpace Instant
  • HelpSpace
    Customer is updated in HelpSpace Instant
  • HelpSpace
    Customer is created in HelpSpace Instant
  • HelpSpace
    Ticket is assigned in HelpSpace Instant
  • HelpSpace
    Ticket is deleted in HelpSpace Instant
  • HelpSpace
    Ticket is created in HelpSpace Instant
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2.
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM
  • HelpSpace
    Update customer in HelpSpace
  • HelpSpace
    Search customer by email in HelpSpace
  • HelpSpace
    Create customer in HelpSpace
  • HelpSpace
    Create ticket in HelpSpace

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Ready Workflows Ready Workflows   for EspoCRM + HelpSpace Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
HelpSpace + EspoCRM Integration

Create EspoCRM contact from new HelpSpace 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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EspoCRM + HelpSpace Integration

Create HelpSpace ticket for new EspoCRM deal

EspoCRM is a great tool for managing customer relationships. However, when an deal is created in EspoCRM, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in HelpSpace whenever an deal is created in EspoCRM. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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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
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
Activate
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You Can Also Connect EspoCRM or HelpSpace With 1500+ Other Apps

EspoCRM
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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.
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HelpSpace
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HelpSpace is a customer support platform that helps teams manage customer conversations, support requests, knowledge bases, and communication from a centralized workspace.
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