EspoCRM + VivifyScrum Integration

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Popular EspoCRM + VivifyScrum Workflows

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VivifyScrum + EspoCRM Integration

Create EspoCRM task for new VivifyScrum checklist

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 VivifyScrum to create checklist 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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EspoCRM + VivifyScrum Integration

Create VivifyScrum item for new EspoCRM contact

EspoCRM and VivifyScrum are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in EspoCRM, do you also create a item in VivifyScrum? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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EspoCRM + VivifyScrum Integration

Create VivifyScrum item for new EspoCRM task

EspoCRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from EspoCRM. VivifyScrum is a great tool for this.

All you need to do is - integrate VivifyScrum with EspoCRM to create item in VivifyScrum automatically when certain task occur in EspoCRM. This can save you time by not having to manually create tasks in both systems.
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EspoCRM + VivifyScrum Integration
1.
  • 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
  • VivifyScrum
    Comment is created in VivifyScrum Instant
  • VivifyScrum
    Comment is edited in VivifyScrum Instant
  • VivifyScrum
    Comment is deleted in VivifyScrum Instant
  • VivifyScrum
    All event trigger in VivifyScrum Instant
  • VivifyScrum
    Item is unassigned in VivifyScrum Instant
  • VivifyScrum
    Item reviewer is assigned in VivifyScrum Instant
  • VivifyScrum
    Item reviewer is unassigned in VivifyScrum Instant
  • VivifyScrum
    Item is moved in VivifyScrum Instant
  • VivifyScrum
    Item is created in VivifyScrum Instant
  • VivifyScrum
    Item is assigned in VivifyScrum Instant
  • VivifyScrum
    Label is added to an Item in VivifyScrum Instant
  • VivifyScrum
    Label is removed from an Item in VivifyScrum Instant
  • VivifyScrum
    Sub-item is added in VivifyScrum Instant
  • VivifyScrum
    Sub-item is deleted in VivifyScrum Instant
  • VivifyScrum
    File is added in VivifyScrum Instant
  • VivifyScrum
    File is deleted in VivifyScrum Instant
  • VivifyScrum
    Sprint is created in VivifyScrum Instant
  • VivifyScrum
    Sprint is started in VivifyScrum Instant
  • VivifyScrum
    Sprint is reordered in VivifyScrum Instant
  • VivifyScrum
    Sprint is finished in VivifyScrum Instant
  • VivifyScrum
    Checklist is created in VivifyScrum Instant
  • VivifyScrum
    Checklist is deleted in VivifyScrum Instant
  • VivifyScrum
    Checklist is edited in VivifyScrum Instant
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
  • VivifyScrum
    Create item in VivifyScrum
  • VivifyScrum
    Delete item in VivifyScrum
  • VivifyScrum
    Get item by id in VivifyScrum
  • VivifyScrum
    Update item in VivifyScrum
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