Manifestly Checklists + EspoCRM Integration

Connect Manifestly Checklists to EspoCRM in 1 click

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Popular Manifestly Checklists + EspoCRM Workflows

Create Manifestly Checklists checklists for new EspoCRM contact

When you create a new contact in EspoCRM, this automation will automatically create a related checklists in Manifestly Checklists. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Manifestly Checklists board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with EspoCRM and Manifestly Checklists!

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Create EspoCRM task for new Manifestly Checklists checklists

Are you looking for a way to keep track of your sales process and create task for yourself in EspoCRM? If so, you'll be glad to know that you can use Manifestly Checklists to create checklists of the steps in your sales process, and then create task in EspoCRM for each step.

This automation will help you stay organized and make sure that no steps are forgotten.

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Checklist run is completed in Manifestly Checklists Instant
Checklist run is started in Manifestly Checklists Instant
Contact is created in EspoCRM Instant
Contact is deleted in EspoCRM Instant
Contact is updated in EspoCRM Instant
Task is created in EspoCRM Instant
Task is updated in EspoCRM Instant
Task is deleted in EspoCRM Instant
Account is created in EspoCRM Instant
Opportunity is created in EspoCRM Instant
Meeting is created in EspoCRM Instant
Opportunity is updated in EspoCRM Instant
Case is created in EspoCRM Instant
Account is updated in EspoCRM Instant
Account is deleted in EspoCRM Instant
Opportunity is deleted in EspoCRM Instant
Case is updated in EspoCRM Instant
Case is deleted in EspoCRM Instant
Meeting is updated in EspoCRM Instant
Meeting is deleted in EspoCRM Instant
Lead is updated in EspoCRM Instant
Lead is created in EspoCRM Instant
Lead is deleted in EspoCRM Instant
Call is created in EspoCRM Instant
Call is updated in EspoCRM Instant
Call is deleted in EspoCRM Instant

Checklist run in Manifestly Checklists
Search lead by name in EspoCRM
Create contact in EspoCRM
Search contact in EspoCRM
Update contact in EspoCRM
Delete contact in EspoCRM
Create lead in EspoCRM
Search lead email in EspoCRM
Update lead in EspoCRM
Delete lead in EspoCRM
Create task in EspoCRM
Create account in EspoCRM
Create case in EspoCRM
Create meeting in EspoCRM
Search account in EspoCRM
Update account in EspoCRM
Delete opportunity in EspoCRM
Delete meeting in EspoCRM
Create opportunity in EspoCRM
Search opportunity in EspoCRM
Search meeting in EspoCRM
Update opportunity in EspoCRM
Update meeting in EspoCRM
Search case in EspoCRM
Update case in EspoCRM
Delete account in EspoCRM
Delete case in EspoCRM
Create call in EspoCRM
Search call in EspoCRM
Update call in EspoCRM
Delete call in EspoCRM

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Manifestly Checklists & EspoCRM In 1 Click
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You Can Also Integrate Manifestly Checklists & EspoCRM With 1100+ Other Apps

Manifestly Checklists makes it easy to manage recurring processes by assigning tasks, setting deadlines, and tracking progress. By keeping everyone on the same page, you can avoid costly mistakes and improve efficiency.

See Manifestly Checklists Integrations

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.

See EspoCRM Integrations