Order Desk + EspoCRM Integration

Integrate EspoCRM to Order Desk in one click, or tell Integrately AI how you want each contact handled. Create orders, update records, add shipments, and alert your team automatically.

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1.
  • Order Desk
    Order is created in Order Desk
  • Order Desk
    Order folder is changed in Order Desk
  • 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
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2.
  • Order Desk
    Search order in Order Desk
  • Order Desk
    Create order in Order Desk
  • Order Desk
    Add note to order in Order Desk
  • Order Desk
    Set the checkout data or metadata of an order in Order Desk
  • Order Desk
    Add shipment to order in Order Desk
  • Order Desk
    Change order folder in Order Desk
  • Order Desk
    Change order tag in Order Desk
  • 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 Workflows Ready Workflows for EspoCRM + Order Desk Integration

Create orders from new contacts, update folder locations, add notes, and track shipments, all in just one click.

Most popular automationmost-popular-automations
Order Desk + EspoCRM Integration

Create EspoCRM contact from new Order Desk order

As an online store owner, you're likely using Order Desk to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Order Desk with EspoCRM? This integration will allow you to automatically create a contact for each new order in EspoCRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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  • 1of1
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 + Order Desk flow

Connect customer support, billing, and team messaging tools to expand your EspoCRM and Order Desk automation stack. Pick a combination and activate it in one click.

Order Desk
EspoCRM
+
ShopifyShopify (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
ZendeskZendesk (4)
+
SlackSlack (4)
+
StripeStripe (4)
E
O
S
Create an Order Desk order for every new EspoCRM contact, and add a customer in Shopify.
New EspoCRM contacts automatically generate orders in Order Desk and customers in Shopify without manual data entry.
S
O
E
Create an Order Desk order from every new Shopify purchase, and add the customer in EspoCRM.
Shopify purchases immediately create Order Desk orders and record new contacts in EspoCRM.
O
S
E
When an Order Desk folder changes, update the Shopify order status and update the EspoCRM contact.
Folder updates in Order Desk trigger automatic status changes in Shopify and record updates in EspoCRM.
S
O
E
Create an Order Desk order for every Shopify purchase, and open a follow-up task in EspoCRM.
New Shopify orders generate fulfillment records in Order Desk and assign follow-up tasks in EspoCRM.

Supported triggers and actions for Order Desk and EspoCRM

Mix and match to build the exact automation you need

Order Desk
Order Desk Triggers & Actions
Order is created in Order Desk
Triggers the automation when a new order is created
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Order folder is changed in Order Desk
Triggers the automation when an order is moved to a different folder
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Search order in Order Desk
Search a specific order by Email
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Create order in Order Desk
Creates a new order
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Add note to order in Order Desk
Adds a note to the order
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Set the checkout data or metadata of an order in Order Desk
Sets the checkout data or metadata for an order
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Add shipment to order in Order Desk
Adds shipment details to an existing order
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Change order folder in Order Desk
Move order to a different folder
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Change order tag in Order Desk
Updates the order tag
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EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
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Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
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Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
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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
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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
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Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
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Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
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Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
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Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
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Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
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Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
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Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
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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
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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
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 →

What can you automate with EspoCRM + Order Desk?

Streamline your customer relationship management and order workflows by connecting EspoCRM and Order Desk.

What you can automate?
🔄
Sync EspoCRM contacts to Order Desk orders
Automatically generate an order in Order Desk whenever a new contact is created in EspoCRM, eliminating manual data entry between your CRM and fulfillment system.
📝
Capture every submitted contact and order field
Map all available contact details and custom fields from EspoCRM directly into Order Desk orders so your fulfillment team never misses critical instructions.
🔔
Notify your team the moment orders arrive
Trigger instant Slack alerts and status updates as soon as new orders are processed in Order Desk from EspoCRM contacts.
🔀
Route orders based on submitted criteria
Apply different fulfillment folders or tags in Order Desk depending on specific field values submitted in your EspoCRM contact records.
📊
Keep records updated across both platforms
Reflect order folder changes and status updates automatically between Order Desk and EspoCRM to maintain accurate customer profiles.
🔍
Search and update existing records
Lookup existing contacts in EspoCRM before creating orders in Order Desk to prevent duplicate entries and keep customer history clean.
📦
Handle later status changes and shipments
Update contact statuses and sync shipping details automatically when order folders or fulfillment stages change in Order Desk.
🌐
Extend your workflow to team messaging tools
Connect your EspoCRM and Order Desk automation flow with Slack to broadcast important order milestones to your entire operations team.
And much more...

Who is EspoCRM + Order Desk integration for?

Connecting EspoCRM and Order Desk helps operations teams, sales reps, and managers eliminate manual data entry across customer records and order workflows.

Data analysts and operations managers
Data analysts and operations managers
Customer support leads
Customer support leads
Account managers
Account managers
Fulfillment coordinators
Fulfillment coordinators
Sales representatives
Sales representatives
Compliance officers
Compliance officers
📈
Data analysts and operations managers
You report on customer acquisition and fulfillment metrics, but your tracking dashboards only update when someone manually exports records, so the metrics you review are always a few hours behind — with this integration, every new contact and order syncs instantly and your reports stay current.
Customer support leads
You need to act fast when new buyers register, but you find out about orders too late because notifications require manual checking — this integration means every order change triggers instant alerts so your team can respond immediately.
🤝
Account managers
You answer to clients who want to see real-time progress on their orders, but pulling status updates across multiple tools causes delays — automating both apps means client dashboards update automatically without manual status reports.
📦
Fulfillment coordinators
The volume of incoming purchases is too high for anyone to keep up by hand, leading to missed shipments and delayed data entry — connecting these apps means every order flows directly into your management queue without manual intervention.
💼
Sales representatives
You own customer follow-up and depend on upstream teams to hand over new leads, but manual handoffs cause bottlenecks — automating both apps means new contacts land in your pipeline the moment they are created.
📋
Compliance officers
You need a reliable audit history of customer interactions and orders, but manual logging keeps leaving gaps in your records — with this integration, every customer event is logged accurately across both platforms.
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 Order Desk + EspoCRM

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

1,500+ apps connected
1,500+ apps connected
Connect Order Desk + EspoCRM 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect EspoCRM to Order Desk?
Frequently Asked Questions
You can connect EspoCRM to Order Desk in just one click using ready-made templates on Integrately. Select a workflow, link your accounts, and let Integrately AI handle field mapping instantly.
Can I automatically create Order Desk orders from new EspoCRM contacts?
Frequently Asked Questions
Can I connect EspoCRM, Order Desk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and Order Desk?
Frequently Asked Questions
How does EspoCRM handle contact updates in this integration?
Frequently Asked Questions
How does Order Desk manage order creation with EspoCRM?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and Order Desk?
Frequently Asked Questions
Is the EspoCRM and Order Desk integration free?
Frequently Asked Questions
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You Can Also Connect EspoCRM or Order Desk With 1500+ Other Apps

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Order Desk
Popular Order Desk Integrations
Sync Order Desk with e-commerce platforms, shipping providers, and accounting systems to streamline fulfillment and financial operations.