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All integrations

CRM

Espocrm for your Agent

Flow can look up contacts, companies and deals in Espocrm, and with read and write access it can update records.

It asks for your approval before it changes anything in Espocrm. Connect with an API key from your Espocrm account.

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Which Espocrm deals are linked to tenders closing this month?

Connect Espocrm in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Espocrm.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Espocrm.

What Flow can do depends on what Espocrm offers through its API and on the access you choose.

Things to ask

Type these to Flow once Espocrm is connected.

  • Espocrm

    Which Espocrm deals are linked to tenders closing this month?

  • Espocrm

    Create a Espocrm deal for the Vienna hospital tender, with its value and deadline.

About Espocrm

EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process.

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