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.
Insurance Broker looking for help configuring ESPOCRM instance
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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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