EspoCRM + Rocket.Chat Integration

Integrate EspoCRM to Rocket.Chat in one click, or tell Integrately AI how you want each lead handled. Qualify incoming leads, update your CRM records, alert your sales team in Rocket.Chat, and trigger instant follow-ups 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
  • Rocket.Chat
    Message is posted anywhere in Rocket.Chat Instant
  • Rocket.Chat
    Message is posted to channel in Rocket.Chat Instant
  • Rocket.Chat
    Message is posted to private group in Rocket.Chat Instant
  • Rocket.Chat
    Channel is created in Rocket.Chat
  • Rocket.Chat
    Private group is created in Rocket.Chat
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2.

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Ready WorkflowsReady Workflows   for EspoCRM + Rocket.Chat Integration

Capture incoming leads, notify your team in Rocket.Chat, update your pipeline status, create follow-up tasks, and trigger team alerts, 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 + Rocket.Chat flow

Extend your automation stack with CRM, calendar, task management, and communication tools. Pick a combination and activate it in one click.

EspoCRM
Rocket.Chat
+
Google CalendarGoogle Calendar (8)
+
GmailGmail (8)
+
HubSpotHubSpot (8)
+
TrelloTrello (8)
+
Google DriveGoogle Drive (8)
+
StripeStripe (8)
E
G
R
Create a Google Calendar event when a meeting is created in EspoCRM, and notify your team in Rocket.Chat.
New EspoCRM meetings appear in Google Calendar immediately while your team gets notified in Rocket.Chat, eliminating manual scheduling errors.
G
E
R
Send a direct message in Rocket.Chat when a Google Calendar event is scheduled, and create a meeting in EspoCRM.
Google Calendar events instantly generate EspoCRM meetings and notify team members via Rocket.Chat direct messages.
E
G
R
When an EspoCRM meeting is updated, update the matching Google Calendar event and post an update in Rocket.Chat.
Meeting updates in EspoCRM automatically modify Google Calendar events and broadcast the changes in Rocket.Chat.
G
E
R
Create an EspoCRM task for every Google Calendar event, and notify your team in Rocket.Chat.
Google Calendar events automatically turn into actionable EspoCRM tasks with instant team alerts in Rocket.Chat.
G
E
R
If a Google Calendar event is marked high priority, create a priority meeting in EspoCRM and alert your team in Rocket.Chat.
High-priority calendar events automatically trigger high-priority EspoCRM meetings and immediate Rocket.Chat alerts.
G
E
R
When a Google Calendar event ends, update the EspoCRM meeting status and post a summary in Rocket.Chat.
Completed calendar events update EspoCRM records and post performance summaries directly in Rocket.Chat.
G
E
R
Use ChatGPT to summarise Google Calendar meeting notes, log the summary in EspoCRM, and post the brief in Rocket.Chat.
ChatGPT transforms raw Google Calendar notes into structured summaries saved in EspoCRM and shared via Rocket.Chat.
E
G
T
R
Create a Google Calendar event from a new EspoCRM meeting, create a task in Trello, and notify your team in Rocket.Chat.
New EspoCRM meetings automatically generate Google Calendar events, Trello tracking cards, and Rocket.Chat alerts.

Supported triggers and actions for EspoCRM and Rocket.Chat

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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Rocket.Chat
Rocket.Chat Triggers & Actions
Instant
Message is posted anywhere in Rocket.Chat
Triggers the automation when a new message is posted anywhere
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Instant
Message is posted to channel in Rocket.Chat
Triggers the automation when a new message is posted to a channel
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Instant
Message is posted to private group in Rocket.Chat
Triggers the automation when a new message is posted to a private group
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Channel is created in Rocket.Chat
Triggers the automation when a new channel is created
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Private group is created in Rocket.Chat
Triggers the automation when a private group is created
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Send channel message in Rocket.Chat
Sends a message to a channel
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Send direct message in Rocket.Chat
Sends a private message to a recipient
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Send private group message in Rocket.Chat
Sends a private message to a selected group of users
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Create channel in Rocket.Chat
Creates a new channel
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Search Channel in Rocket.Chat
Searches for a channel
Try it →
Create private group in Rocket.Chat
Creates a new private group
Try it →

What can you automate with EspoCRM + Rocket.Chat?

Streamline your customer management and team communication workflows with reliable, 1-click automations.

What you can automate?
🚀
Send instant team alerts for new leads
Notify your sales channel in Rocket.Chat the exact moment a new lead is created in EspoCRM, ensuring rapid response times for every inbound inquiry.
📊
Capture every submitted contact detail
Map complete contact names, emails, and phone numbers from EspoCRM directly into Rocket.Chat messages so your team has full context immediately.
🔔
Alert the right person instantly
Route specific customer inquiries, tasks, and support cases to dedicated Rocket.Chat channels the second they occur in EspoCRM.
🔀
Route workflows based on submitted fields
Send high-priority opportunities to executive channels in Rocket.Chat while routine updates go to standard team feeds based on EspoCRM criteria.
🔄
Keep records updated in real time
Automatically synchronize status changes, meeting updates, and task completions between EspoCRM and Rocket.Chat without lifting a finger.
🛡️
Prevent duplicate records and entries
Search existing contacts and accounts before creation in EspoCRM, ensuring your database remains clean and accurate.
⏱️
Handle later status changes smoothly
Trigger automated Rocket.Chat notifications whenever EspoCRM meetings finish, tasks close, or support cases resolve.
🌐
Extend your workflow to external apps
Connect EspoCRM and Rocket.Chat with tools like Google Calendar, Gmail, HubSpot, Trello, Google Drive, or Stripe for multi-step pipelines.
And much more...

Who is EspoCRM + Rocket.Chat integration for?

Teams using EspoCRM to manage customer relationships and Rocket.Chat for communication gain seamless operational alignment and eliminate manual administrative delays across departments.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Project managers
Project managers
Customer support leads
Customer support leads
Account executives
Account executives
Operations directors
Operations directors
📈
Performance marketers
You're running campaigns and logging leads in EspoCRM but your team updates are posted hours late, so the pipeline reports you're reviewing are always out of date — with this integration, every new lead triggers an instant notification in Rocket.Chat and your campaign tracking stays current.
Sales development reps
You need to reach out to new prospects the moment they express interest, but manual CRM checks mean you find out about incoming leads too late — automating both apps means every contact created in EspoCRM sends an instant message to your Rocket.Chat sales channel so you can follow up immediately.
📋
Project managers
You answer to stakeholders who want immediate progress updates on every new task or account, but copying data between platforms wastes valuable hours — this integration means every task update in EspoCRM broadcasts straight to Rocket.Chat so everyone stays informed without manual status meetings.
🎧
Customer support leads
Support ticket volume is too high for your team to keep up by hand, leading to missed inquiries and delayed resolutions — connecting these apps means every new case created in EspoCRM instantly alerts your support channel in Rocket.Chat so issues get assigned right away.
🤝
Account executives
You own the next sales step and depend on upstream lead handoffs to start outreach, but delayed notifications leave opportunities sitting idle — automating both apps means every opportunity created in EspoCRM notifies your Rocket.Chat inbox instantly.
🗂️
Operations directors
You need a reliable audit history of customer accounts and tasks, but manual entry errors keep creating gaps in your records — this integration means every account update in EspoCRM logs cleanly and alerts your team in Rocket.Chat without missing a single detail.
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 + Rocket.Chat

Build and manage your EspoCRM + Rocket.Chat 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 + Rocket.Chat 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 Rocket.Chat?
Frequently Asked Questions
You can connect EspoCRM to Rocket.Chat in 1 click using ready workflows or ask Integrately AI to build your custom automation. It connects seamlessly with apps like Google Calendar, Gmail, and HubSpot.
Can I automatically send Rocket.Chat messages when new EspoCRM leads are created?
Frequently Asked Questions
Can I connect EspoCRM, Rocket.Chat, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and Rocket.Chat?
Frequently Asked Questions
How are new EspoCRM contacts synchronized with Rocket.Chat?
Frequently Asked Questions
Can I notify specific Rocket.Chat channels when EspoCRM tasks are updated?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and Rocket.Chat?
Frequently Asked Questions
Is the EspoCRM and Rocket.Chat integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect EspoCRM or Rocket.Chat With 1500+ Other Apps

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Rocket.Chat
Popular Rocket.Chat Integrations
Sync Rocket.Chat with project management, team collaboration, and notification systems to keep communication flowing across your entire stack.