EspoCRM + PulpoChat Integration

Integrate EspoCRM to PulpoChat in one click, or tell Integrately AI how you want each contact handled. Capture every lead, send automated WhatsApp updates, log interactions, and keep your communication streamlined automatically.

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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
  • PulpoChat
    Message received from WhatsApp in PulpoChat Instant
  • PulpoChat
    Message sent to WhatsApp in PulpoChat Instant
  • PulpoChat
    Message is read from WhatsApp in PulpoChat 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
  • PulpoChat
    Create user in PulpoChat
  • PulpoChat
    Create new internal contact (chat only) in PulpoChat
  • PulpoChat
    Search contact in PulpoChat
  • PulpoChat
    Update internal contact (chat only) in PulpoChat
  • PulpoChat
    Send WhatsApp message in PulpoChat
  • PulpoChat
    Send WhatsApp group message in PulpoChat
  • PulpoChat
    Search WhatsApp message in PulpoChat
  • PulpoChat
    Update WhatsApp message in PulpoChat
  • PulpoChat
    Send WhatsApp image message in PulpoChat
  • PulpoChat
    Send WhatsApp video message in PulpoChat
  • PulpoChat
    Send WhatsApp documents/audios message in PulpoChat
  • PulpoChat
    Send WhatsApp scheduled message in PulpoChat
  • PulpoChat
    Send WhatsApp scheduled message to group in PulpoChat
  • PulpoChat
    Send WhatsApp location message using coordinates in PulpoChat
  • PulpoChat
    Send WhatsApp location message using an address in PulpoChat
  • PulpoChat
    Create WhatsApp new group chat in PulpoChat

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Ready Workflows Ready Workflows for EspoCRM + PulpoChat Integration

Capture new contacts, send instant WhatsApp messages, update account records, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
EspoCRM + PulpoChat Integration

Create PulpoChat contact for new EspoCRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this EspoCRM - PulpoChat integration, anytime a new EspoCRM contact is created, an PulpoChat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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EspoCRM + PulpoChat Integration

Send PulpoChat message for new EspoCRM contact

Anytime a new contact is added to your EspoCRM, automatically send them a message through PulpoChat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this EspoCRM - PulpoChat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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EspoCRM + PulpoChat Integration

Send PulpoChat message for new EspoCRM task

With this EspoCRM - PulpoChat integration, whenever a new task is created in EspoCRM, message will be sent via PulpoChat. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Connect more apps to your EspoCRM + PulpoChat flow

Sync your customer data, trigger support workflows, and notify your sales team across your favorite platforms. Pick a combination and activate it in one click.

EspoCRM
PulpoChat
+
ShopifyShopify (4)
+
CalendlyCalendly (4)
+
WhatsAppWhatsApp (4)
+
Google SheetsGoogle Sheets (4)
+
MailchimpMailchimp (4)
+
GmailGmail (4)
S
E
P
Create an EspoCRM contact for every new Shopify order, and send a WhatsApp notification in PulpoChat
Every Shopify order creates a contact in EspoCRM and triggers a WhatsApp message in PulpoChat, so your sales team stays instantly updated on customer purchases.
S
E
P
When a Shopify customer is updated, update the contact in EspoCRM and send a confirmation via PulpoChat
Keep EspoCRM records synchronized with Shopify customer updates while notifying clients via PulpoChat.
S
E
P
Create an account in EspoCRM from a new Shopify customer, and send a greeting in PulpoChat
Turn every Shopify customer into an EspoCRM account and welcome them via PulpoChat.
S
E
P
When a Shopify refund is processed, update the EspoCRM account and alert your team in PulpoChat
Log refund events in EspoCRM and notify internal agents through PulpoChat.

Supported triggers and actions for EspoCRM and PulpoChat

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
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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
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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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PulpoChat
PulpoChat Triggers & Actions
Instant
Message received from WhatsApp in PulpoChat
Triggers the automation when a message is received on WhatsApp
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Instant
Message sent to WhatsApp in PulpoChat
Triggers the automation when a message is sent to a WhatsApp number
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Instant
Message is read from WhatsApp in PulpoChat
Triggers the automation when a new message is read from WhatsApp
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Create user in PulpoChat
Generates a new user account
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Create new internal contact (chat only) in PulpoChat
Adds a new contact to the internal chat system
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Search contact in PulpoChat
Finds and retrieves contact information
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Update internal contact (chat only) in PulpoChat
Updates contact information in the internal chat system
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Send WhatsApp message in PulpoChat
Sends a message via whatsapp
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Send WhatsApp group message in PulpoChat
Sends a message to a whatsapp group
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Search WhatsApp message in PulpoChat
Searches and retrieve messages on whatsapp
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Update WhatsApp message in PulpoChat
Updates a message in a whatsapp conversation
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Send WhatsApp image message in PulpoChat
Sends an image file to a whatsapp group
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Send WhatsApp video message in PulpoChat
Sends video messages via whatsapp
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Send WhatsApp documents/audios message in PulpoChat
Sends documents and audio messages to contacts via whatsapp
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Send WhatsApp scheduled message in PulpoChat
Schedule and send messages on whatsapp at particular times
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Send WhatsApp scheduled message to group in PulpoChat
Sends scheduled messages to a group on whatsapp
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Send WhatsApp location message using coordinates in PulpoChat
Share your location coordinates via whatsapp
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Send WhatsApp location message using an address in PulpoChat
Automatcally send location information via whatsapp to particular contact
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Create WhatsApp new group chat in PulpoChat
Creates a new group chat on the whatsapp platform
Try it →

What can you automate with EspoCRM + PulpoChat?

Streamline customer relationship management and WhatsApp messaging by connecting core events directly to automated actions.

What you can automate?
🔄
Sync new EspoCRM contacts to PulpoChat instantly
Every time a contact is created in EspoCRM, automatically send a message or create a chat user in PulpoChat. Eliminate manual data entry and keep your communication channels updated.
📋
Capture every submitted lead detail and message
Map all available contact fields and message content between EspoCRM and PulpoChat instead of just names and numbers. Your records become a complete history for follow-up.
🔔
Alert your sales team the moment a lead arrives
Notify agents immediately in PulpoChat whenever a new contact or lead is created in EspoCRM. Ensure your team responds to high-intent prospects without delay.
🔀
Route messages based on submitted contact fields
Send different WhatsApp message templates in PulpoChat depending on account tiers or lead properties stored in EspoCRM. Tailor your communication to customer needs.
✏️
Keep contact records synchronized as data changes
Whenever contact details or account information are updated in EspoCRM, automatically update internal contact records in PulpoChat to maintain data accuracy.
🔍
Search and update existing contacts without duplicates
Check if a contact already exists in EspoCRM before creating new records. Prevent duplicate entries and keep your CRM database clean and organized.
📅
Manage meetings and tasks across both platforms
Create meetings and tasks in EspoCRM whenever chat events occur in PulpoChat, ensuring every follow-up action is tracked properly.
📊
Extend your workflow to Google Sheets and other tools
Connect your EspoCRM and PulpoChat data to Google Sheets or Gmail for comprehensive reporting, team alerts, and extended record keeping.
And much more...

Who is EspoCRM + PulpoChat integration for?

Sales reps, support teams, and business managers use this integration to unify customer relationship data and WhatsApp messaging without manual copy-pasting.

Sales managers
Sales managers
Customer support agents
Customer support agents
Account executives
Account executives
Operations directors
Operations directors
Business development reps
Business development reps
CRM administrators
CRM administrators
📈
Sales managers
You're tracking customer relationships in EspoCRM but your messaging logs only update when someone manually exports chat data, so the conversion metrics you review are always outdated — with this integration, every interaction syncs instantly and your pipeline reporting stays current.
Customer support agents
You need to respond to client inquiries rapidly on WhatsApp, but switching between your CRM and chat tools creates delays that frustrate customers — this integration means every contact update flows directly into your messaging queue so you can assist clients immediately.
🤝
Account executives
You coordinate client onboarding across multiple channels and worry about missing critical follow-up tasks, leaving stakeholders in the dark about project status — automating both apps means every meeting and task is recorded accurately without manual tracking.
📊
Operations directors
The volume of incoming leads and chat messages is too high for anyone to keep up by hand, leading to missed opportunities and data entry errors — connecting these apps means lead capture and message routing happen automatically across your entire team.
🎯
Business development reps
You depend on marketing teams to hand over new leads so you can begin outreach, but manual handoffs cause friction and slow down response times — this integration means every new lead triggers immediate messaging workflows without human delay.
🗂️
CRM administrators
You need a reliable history of all customer interactions, but manual entry constantly leaves gaps in your database records — automating your workflow means every customer touchpoint is logged consistently and accurately.
Our team

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Why choose Integrately to automate EspoCRM + PulpoChat

Build and manage your EspoCRM + PulpoChat 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 + PulpoChat 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?

1
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2
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3
Automation is ready
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Frequently Asked Questions

How do I connect EspoCRM to PulpoChat?
Frequently Asked Questions
You can connect EspoCRM to PulpoChat instantly using ready workflows or ask Integrately AI to build the automation for you in 1 click.
Can I automatically send WhatsApp messages in PulpoChat when contacts are created in EspoCRM?
Frequently Asked Questions
Can I connect EspoCRM, PulpoChat, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and PulpoChat?
Frequently Asked Questions
How does EspoCRM handle contact records during automation?
Frequently Asked Questions
Can PulpoChat trigger tasks in EspoCRM?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and PulpoChat?
Frequently Asked Questions
Is the EspoCRM and PulpoChat integration free?
Frequently Asked Questions
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You Can Also Connect EspoCRM or PulpoChat With 1500+ Other Apps

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PulpoChat
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Sync PulpoChat with communication, notification, and productivity platforms to streamline customer interactions.
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