EspoCRM
Open-source CRM for accounts, contacts, leads and opportunities, self-hosted or cloud.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key, Username and password, Signed requests
- Docs
- EspoCRM API docs
02Data
What you can sync.
- Accounts
- Contacts
- Leads
- Opportunities
- Cases
Join EspoCRM accounts with billing, support and product usage to see each account in full.
Need more? Name any other EspoCRM data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
- A username and password
- Signed requests (key and secret)
EspoCRM uses an API key, a username and password or signed requests (key and secret). You add the credentials once, when the AI asks for them, and it tells you where to create them in EspoCRM if you need help.
04How it works
How it works in DataMind.
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Pick EspoCRM.
Open Lake, pick EspoCRM in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the EspoCRM API docs.
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Answer a few questions.
The AI reads the EspoCRM documentation, then asks which credentials you will use, which data to sync (for example accounts and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then EspoCRM data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
