Insurance Broker looking for help configuring ESPOCRM instance

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  • lmcelroy99
    Junior Member
    • Mar 2026
    • 1

    #1

    Insurance Broker looking for help configuring ESPOCRM instance

    Need help configuring EspoCRM properly. We’re dealing with duplicate company/contact records during import, need the correct way to link multiple contacts to one company, and also need guidance on Google Workspace/Gmail setup plus connecting EspoCRM with Mautic.
  • rabii
    Active Community Member
    • Jun 2016
    • 1428

    #2
    drop me a message to discuss this in further details.
    Rabii
    EspoCRM Custom Development

    🔗 Portfolio & Builds

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    • Philipaden
      Junior Member
      • Jan 2026
      • 3

      #3
      Originally posted by lmcelroy99
      Need help configuring EspoCRM properly. We’re dealing with duplicate company/contact records during import, need the correct way to link multiple contacts to one company, and also need guidance on Google Workspace/Gmail setup plus connecting EspoCRM with Mautic.
      Hi, I can help with that.

      The main thing is to clean up the CRM structure first so imports stop creating duplicate companies/contacts, then make sure the relationships are set correctly so multiple contacts can sit under one company without duplication.

      I can also help configure the Google Workspace/Gmail side and connect EspoCRM with Mautic so the data flows cleanly between them.

      feel free to reach out here to discuss this further.

      Do you already have EspoCRM and Mautic installed and running, or are you still setting both up?

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