EspoCRM + Malcolm! Integration

Integrate EspoCRM to Malcolm! in one click, or tell Integrately AI how you want each customer submission handled. Capture responses, create EspoCRM contacts, update your records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Malcolm!
    Workflow is completed in Malcolm! Instant
Arrow Right
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

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Ready WorkflowsReady Workflows   for EspoCRM + Malcolm! Integration

Capture customer submissions, create EspoCRM contacts, organise lead data, update account records, and trigger team notifications, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your EspoCRM + Malcolm! flow

Route form data into your favorite CRM, messaging, and support tools once the core automation finishes. Pick a combination and activate it in one click.

EspoCRM
Malcolm!
+
GmailGmail (8)
+
MailchimpMailchimp (8)
+
HubSpotHubSpot (8)
+
CalendlyCalendly (8)
+
SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
M
E
G
Add every completed Malcolm! workflow as a contact in EspoCRM, and send a confirmation email via Gmail.
Completed Malcolm! workflows instantly create EspoCRM contacts and trigger confirmation emails in Gmail without manual copy-pasting.
M
E
G
Notify your support team via Gmail whenever a Malcolm! workflow is completed and log the case in EspoCRM.
Support queries submitted via Malcolm! are logged in EspoCRM and emailed to your team instantly through Gmail.
M
E
G
Create a task in EspoCRM for every completed Malcolm! workflow, and send a follow-up email in Gmail.
Malcolm! form responses create follow-up tasks in EspoCRM while dispatching email details via Gmail.
M
E
G
Create an account in EspoCRM when a Malcolm! workflow is completed, and send introductory details via Gmail.
Malcolm! business submissions create accounts in EspoCRM and dispatch welcome emails through Gmail.
M
E
G
If a Malcolm! workflow submission requests a demo, create a lead in EspoCRM and send a scheduling link via Gmail.
Demo requests from Malcolm! workflows create EspoCRM leads and trigger scheduling emails in Gmail.
M
E
G
Schedule a meeting in EspoCRM for completed Malcolm! enterprise workflows, and send confirmation details in Gmail.
Enterprise form submissions in Malcolm! schedule EspoCRM meetings and dispatch Gmail invitations.
M
E
G
Use ChatGPT to summarise completed Malcolm! workflows, create a note in EspoCRM, and email the brief via Gmail.
AI summarises Malcolm! form submissions before creating EspoCRM tasks and emailing briefs via Gmail.
M
E
G
G
Turn every completed Malcolm! workflow into an EspoCRM contact, log the details in Google Sheets, and email the team via Gmail.
Malcolm! completions create EspoCRM contacts, update Google Sheets records, and notify teams via Gmail.

Supported triggers and actions for EspoCRM and Malcolm!

Mix and match to build the exact automation you need

EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it →
Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
Try it →
Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
Try it →
Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
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Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
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Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
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Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
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Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it →
Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
Try it →
Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
Try it →
Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
Try it →
Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it →
Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
Try it →
Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
Try it →
Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it →
Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
Try it →
Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it →
Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
Try it →
Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it →
Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
Try it →
Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it →
Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
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Search lead by name in EspoCRM
Try it →
Create contact in EspoCRM
Adds a new contact to the database
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Search contact in EspoCRM
Finds and retrieves contact information
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Update contact in EspoCRM
Updates contact information with new details
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Delete contact in EspoCRM
Removes a contact from the address book
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Create lead in EspoCRM
Generates new leads for potential customers
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Search lead email in EspoCRM
Searches for a lead's email
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Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
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Create task in EspoCRM
Creates a new task
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Create account in EspoCRM
Generates a new account
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Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
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Search account in EspoCRM
Searches for account information
Try it →
Update account in EspoCRM
Updates account information
Try it →
Delete opportunity in EspoCRM
Removes a opportunity from the system
Try it →
Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
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Create opportunity in EspoCRM
Creates a new instance of the support system
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Search opportunity in EspoCRM
Searches for a opportunity
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Search meeting in EspoCRM
Searches for a meeting
Try it →
Update opportunity in EspoCRM
Updates the opportunity details as needed
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Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
Try it →
Update case in EspoCRM
Updates case details
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Delete account in EspoCRM
Removes an account and all associated data from the system
Try it →
Delete case in EspoCRM
Removes the particular case from the system
Try it →
Create call in EspoCRM
Initiates a call to the recipient
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Search call in EspoCRM
Searches for a call
Try it →
Update call in EspoCRM
Updates call information
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Delete call in EspoCRM
Deletes a call entry from the database
Try it →
Malcolm!
Malcolm! Triggers & Actions
Instant
Workflow is completed in Malcolm!
Triggers the automation when a workflow is completed
Try it →
No action is available

What can you automate with EspoCRM + Malcolm!?

Connect your form completions and CRM databases to keep records accurate and workflows moving.

What you can automate?
🎯
Capture completed Malcolm! workflows as EspoCRM contacts instantly
Every form submission recorded in Malcolm! automatically generates a new contact record inside EspoCRM without manual intervention. Your database stays updated the moment a customer finishes filling out your digital form.
📋
Capture every submitted form field instead of basic details
Map all questionnaire answers, custom dropdown choices, and text inputs from Malcolm! straight into dedicated EspoCRM fields. Nothing gets left behind when customers submit detailed responses.
🔔
Notify your team immediately when workflows finish
Send instant alerts to designated team channels or staff members whenever a customer completes a Malcolm! workflow. Stakeholders know about inbound prospects and support queries the second they arrive.
🔀
Route Malcolm! submissions based on customer choices
Evaluate submitted options and answers to direct incoming Malcolm! workflows into different EspoCRM pipelines or priority tiers automatically. Tailor your follow-up approach based on specific form selections.
🔄
Keep EspoCRM records updated as customer workflows progress
Refresh existing contact data, opportunity stages, and case statuses inside EspoCRM whenever repeat Malcolm! submissions occur. Maintain accurate customer histories across your entire CRM environment.
🔍
Search records before creating new entries to avoid duplicates
Check existing EspoCRM contact and account lists before generating new records from Malcolm! submissions. Prevent cluttered databases by matching email addresses and updating current profiles.
📈
Update EspoCRM opportunity stages when workflows reach milestones
Advance deal stages and opportunity pipelines in EspoCRM automatically when customer Malcolm! workflows hit critical conversion milestones. Keep sales forecasts accurate without manual adjustments.
✉️
Send automated follow-up emails via Gmail for every contact
Trigger personalized confirmation messages and follow-up emails through Gmail the moment a Malcolm! workflow creates an EspoCRM contact. Delight customers with immediate, professional communication.
And much more...

Who is EspoCRM + Malcolm! integration for?

Teams capturing customer enquiries and managing relationships benefit from automating data handoffs between Malcolm! and EspoCRM to eliminate manual entry errors.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Sales managers
Sales managers
Operations specialists
Operations specialists
Account executives
Account executives
Data administrators
Data administrators
📈
Performance marketers
You're managing lead records in EspoCRM, but form submissions from Malcolm! sit unexported in your dashboard for hours so your pipeline metrics are always outdated — automating both apps means every completed workflow lands in EspoCRM instantly and your conversion tracking stays current.
🆘
Customer support leads
You're tracking support requests in EspoCRM, but customer queries submitted through Malcolm! take too long to reach your ticketing queue so response times slip — with this integration, every new workflow completion creates an EspoCRM case immediately and your team acts without delay.
📊
Sales managers
You're reviewing deal pipelines in EspoCRM, but prospect information from Malcolm! forms requires manual copying so your reps miss vital buyer details — connecting these apps means every submission populates EspoCRM records accurately and your team closes deals faster.
Operations specialists
You're handling high volumes of customer data in EspoCRM, but peak submission times overwhelm your team and create a backlog of unentered Malcolm! responses — automating both apps means every form submission syncs to EspoCRM automatically and your database stays clean.
🤝
Account executives
You're onboarding new clients in EspoCRM, but initial choices submitted via Malcolm! are missed during handoffs so onboarding calls start unprepared — this integration means every completed workflow creates matched EspoCRM accounts and your meetings run smoothly.
🗂️
Data administrators
You're maintaining clean customer histories in EspoCRM, but manual data transfers from Malcolm! introduce missing fields and duplicate entries — automating both apps means every workflow response maps directly to EspoCRM without gaps.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate EspoCRM + Malcolm!

Build and manage your EspoCRM + Malcolm! automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect EspoCRM + Malcolm! with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect EspoCRM to Malcolm!?
Frequently Asked Questions
You can connect EspoCRM to Malcolm! instantly using 1-click templates or Integrately AI. With 42,000+ active users and 1,500+ integrations like Gmail, Slack, and Google Sheets, setting up automated workflows takes minutes.
Can I sync Malcolm! form responses to EspoCRM automatically?
Frequently Asked Questions
Can I connect EspoCRM, Malcolm!, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and Malcolm!?
Frequently Asked Questions
How does EspoCRM handle contact records in this integration?
Frequently Asked Questions
How are Malcolm! workflows triggered in automation?
Frequently Asked Questions
Do I need coding skills to integrate EspoCRM and Malcolm!?
Frequently Asked Questions
Is the EspoCRM and Malcolm! integration free?
Frequently Asked Questions
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You Can Also Connect EspoCRM or Malcolm! With 1500+ Other Apps

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Malcolm!
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Sync Malcolm! with customer support, marketing, and analytics tools to keep data working across your stack.
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