EspoCRM + Miro Integration

Integrate EspoCRM to Miro in one click, or tell Integrately AI how you want each contact handled. Capture customer details, create whiteboard cards, update your CRM records, and align your team automatically.

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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
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
  • Miro
    Create copy of board in Miro
  • Miro
    Create board in Miro
  • Miro
    Get card tags in Miro
  • Miro
    Get board members by id in Miro
  • Miro
    Create card widget in Miro

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Ready Workflows Ready Workflows for EspoCRM + Miro Integration

Create card widgets from new contacts, update board details, sync tasks, and align your team, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your EspoCRM + Miro flow

Streamline communication, schedule follow-ups, and keep your documentation updated once your CRM and whiteboard flows finish. Pick a combination and activate it in one click.

EspoCRM
Miro
+
SlackSlack (4)
+
Google DriveGoogle Drive (3)
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
+
TypeformTypeform (3)
+
NotionNotion (3)
E
M
S
Create a Miro card widget for every new EspoCRM contact, and notify your sales channel in Slack
New EspoCRM contacts instantly appear as card widgets in Miro and trigger a Slack notification for your team, removing manual board updates.
E
M
S
When an EspoCRM opportunity is created, create a Miro card widget and alert your revenue channel in Slack
Every new EspoCRM opportunity automatically generates a Miro board card and notifies your team in Slack.
E
M
S
When an EspoCRM task is updated, update the matching Miro card widget and post the progress in Slack
Keep your Miro planning boards updated whenever EspoCRM tasks change, and notify your project channel in Slack.
E
M
S
Use Claude to summarise new EspoCRM cases, create a Miro card widget, and alert your support channel in Slack
Claude summarises incoming EspoCRM support cases, adds a card widget in Miro, and alerts your support team in Slack.

Supported triggers and actions for EspoCRM and Miro

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
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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
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Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
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Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
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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
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Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
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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
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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
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Update account in EspoCRM
Updates account information
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Delete opportunity in EspoCRM
Removes a opportunity from the system
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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
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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
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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
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Delete case in EspoCRM
Removes the particular case from the system
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Create call in EspoCRM
Initiates a call to the recipient
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Search call in EspoCRM
Searches for a call
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Update call in EspoCRM
Updates call information
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Delete call in EspoCRM
Deletes a call entry from the database
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Miro
Miro Triggers & Actions
No trigger is available
Create copy of board in Miro
Duplicates the contents and layout of a particular board
Try it →
Create board in Miro
Generates a new board
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Get card tags in Miro
Retrieves tags associated with a card
Try it →
Get board members by id in Miro
Retrieves board members based on their id
Try it →
Create card widget in Miro
Creates a new card widget on the board
Try it →

What can you automate with EspoCRM + Miro?

Streamline your CRM data and visual planning boards with powerful automated workflows.

What you can automate?
🎯
Sync new EspoCRM contacts to Miro board cards
Automatically generate a Miro card widget every time a new contact is created in EspoCRM. Keep your visual brainstorming sessions populated with real customer records.
📋
Capture every submitted custom field and note
Map available EspoCRM lead notes and account details directly into separate Miro card widgets instead of basic names. Your boards become a much more useful source for review.
🔔
Notify the right person as events happen
Trigger instant team alerts whenever critical opportunities or cases are created in EspoCRM, ensuring your staff can respond immediately.
🔀
Route records based on submitted deal values
Perform different actions depending on specific criteria submitted in EspoCRM, sending high-value opportunities to executive planning boards and standard leads elsewhere.
🔄
Keep Miro boards updated as CRM tasks change
Automatically update existing Miro card widgets whenever tasks or opportunities are modified in EspoCRM. Prevent outdated information from stalling your projects.
🔍
Search and update instead of creating duplicates
Check if a contact or account already exists in your Miro board before creating a new card widget. Keep your workspace clean and organised.
Handle later status changes and project milestones
Automatically update card widgets on your Miro board when EspoCRM deals are closed won or support cases are marked resolved.
💬
Extend your workflow to team messaging apps
Connect your EspoCRM and Miro flow to Slack to broadcast major customer milestones and keep remote teams fully aligned.
And much more...

Who is EspoCRM + Miro integration for?

Operations teams, sales managers, and remote collaborators who manage customer relationships in EspoCRM and brainstorm plans in Miro benefit by eliminating manual copy-pasting and keeping workflows synchronized.

Sales managers and analysts
Sales managers and analysts
Customer support leads
Customer support leads
Project consultants
Project consultants
Customer success teams
Customer success teams
Product designers
Product designers
CRM administrators
CRM administrators
📈
Sales managers and analysts
You're reviewing pipeline reports in EspoCRM but your strategy boards only update when someone manually exports records, so the metrics you're planning against are always hours behind — with this integration, every new opportunity lands on your board instantly and your data stays current.
Customer support leads
You need to act fast when high-priority support cases arrive in EspoCRM, but you find out too late because your brainstorming boards are out of sync — connecting these apps means every new ticket generates a board widget immediately so your team can resolve issues without delay.
🤝
Project consultants
You answer to clients who want to see active project progress mapped on visual boards, but updating them by hand takes hours every week — automating both apps means your Miro boards reflect your latest EspoCRM tasks automatically.
📊
Customer success teams
The volume of new accounts and contacts coming into EspoCRM is too high for anyone to keep up with by hand on planning boards — with this integration, every new contact generates a card widget automatically without manual data entry.
🔄
Product designers
You own the next design step and depend on sales reps upstream to hand over customer requests from EspoCRM, but details often get lost in transit — this integration means every client brief lands directly in your Miro workspace the moment it is logged.
🗂️
CRM administrators
You need a reliable history of customer interactions across both your database and your visual planning sessions, but keep finding gaps where records weren't copied over — automating both apps means your Miro boards and EspoCRM records stay perfectly aligned.
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 + Miro

Build and manage your EspoCRM + Miro 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 + Miro 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect EspoCRM to Miro?
Frequently Asked Questions
You can connect EspoCRM to Miro in one click using Integrately. Choose a ready-made template or ask Integrately AI to build the automation and map the fields between your CRM and Miro boards.
Can I automatically create Miro card widgets when new EspoCRM contacts are added?
Frequently Asked Questions
Can I connect EspoCRM, Miro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and Miro?
Frequently Asked Questions
How are EspoCRM contact updates synced to Miro?
Frequently Asked Questions
Can I update existing Miro cards instead of creating duplicates?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and Miro?
Frequently Asked Questions
Is the EspoCRM and Miro integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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