EspoCRM is an open source web application that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities — all in an easy and intuitive interface.
Below you'll find detailed information, specifically for EspoCRM integrations:
Supported EspoCRM Integrations
We need you to fill out just these 3 fields:
- Your *.espocloud.com or *.espocloud.eu domain, i.e. the one you can copy from your web browser's address bar, excluding the preceding https://
- Your EspoCRM username
- Its password
If you already authorized EspoCRM account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
This is relevant to the below IF/THEN filters & actions, and default and custom fields mappings!
[IF] Supported Conditions/Filters
- OWNED/NOT OWNED BY
- DO NOT CALL
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- SET OWNER TO
- UPDATING "DO NOT CALL"
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard EspoCRM fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
Customizable Field Mapping
You can custom map your EspoCRM Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
Currently, there are no EspoCRM integrations on the PieSync platform that support our deletions sync.
Currently, there are no EspoCRM integrations on the PieSync platform that support our unsubscribes sync.