How to integrate with other data sources in self hosted espoCRM?

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  • crmtesting
    Junior Member
    • Oct 2024
    • 10

    How to integrate with other data sources in self hosted espoCRM?

    I am trying espocloud right now, but I would prefer to self host on my own later.
    How to import data from other sources in real time? Like if someone made an inquiry on my website, or an online ad.
    In other words, how to use espoCRM api to import leads in real time in self hosted mode..?
  • Kharg
    Senior Member
    • Jun 2021
    • 410

    #2
    Hello,

    you can use the Lead Capture option in the administrator menu to create an “entrypoint” to capture leads, based on the contact form you are using you can setup a webhook to it.
    You can find more information here:

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    • crmclients
      Senior Member
      • Jul 2020
      • 254

      #3
      FYI I am currently using Zapier to import submissions for my client's Squarespace form for volunteer sign up into the EspoCRM module - right now it's free because, well finding volunteers... not many records

      I found it fairly easy, plus it's the only integrator Squarespace is working with presently, mapping was a little tedious but 1/2 was due to the customer not labeling all the fields on the Squarespace side

      I have a project to integrate with Stripe and looking at emillod plug in for that - you wanna check their site, there might be some of help to you there - https://devcrm.it

      prior to Zapier I used the Web hook Kharg mentioned above, first with a custom page and also testing bringing leads in from a Wordpress site - Web to Lead works very well - Also used with Form Assembly which was not so fun but the customer changed their whole website and stopped using FA.

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      • emillod
        Active Community Member
        • Apr 2017
        • 1405

        #4
        Hello,
        we are using Form.io form service which is free. We've created own extension which allow to handle forms and submissions. Thanks to this you can have endpoint for your forms which are stored externally, for example on your website and all submissions are going to your EspoCRM. Based on submission you can also trigger some actions with formula or advanced pack.

        Here you have an example of form Company registration which have a lot of fields and after you submit, submission goes directly to EspoCRM, which handle data automatically. Extension also supports attachments, so any uploaded files are going straight to EspoCRM Below you can check details of submission.
        1 - original form
        2 - uploaded attachments
        3 - details of submission
        Click image for larger version

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