Espocrm

crm 2 tools available

EspoCRM is an open-source web application that allows businesses to manage their customer relationships effectively.

About this integration

Connect Espocrm to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Espocrm's 2 tools directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.

Connect Espocrm to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 2 exposed

Plans All, incl. Free

Data Never trained on

Espocrm · in workflows

What teams actually run.

Three patterns teams run with Espocrm on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Enrich every new lead

│ Webhook on lead create

│ Persona enriches with public sources

└ Writes back firmographic and technographic data

Auto-route hot deals

│ Score new opportunities by intent

│ Match to the closer with the right ICP

└ Notify both in Slack

Stall detection

│ Find deals with no activity in 14 days

│ Draft a re-engagement message per persona

└ Queue for sales rep approval

2 tools available

The Espocrm toolbox.

Every Espocrm capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

Get App User

Tool to retrieve current user data including token, ACL, and preferences. Use after successful authentication to fetch session-specific profile.

Get Metadata

Test connectivity to the Docparser API by calling the ping endpoint. Use this tool to verify that your API credentials are valid and the service is reachable. Returns a simple 'pong' message on success.

See it run

One prompt, start to finish.

A real prompt, the Espocrm tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Espocrm task end-to-end — plan it, execute across the API, and hand back a verified result.

espocrm.get_app_user Tool to retrieve current user data including token, ACL, and preferences. Use after succes

espocrm.get_metadata Test connectivity to the Docparser API by calling the ping endpoint. Use this tool to veri · verified

done

Done. Espocrm responded across 2 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Espocrm

Questions, answered.

What teams ask before connecting Espocrm.

01 What can I automate with Espocrm on Definable?

Anything Espocrm exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 2 Espocrm tools directly, then chain the result into another integration without you writing code.

02 How does Espocrm authentication work?

Espocrm uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

03 Is the Espocrm integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 2 Espocrm tools. You only need a separate Espocrm subscription if Espocrm itself charges per seat or per API call.

04 Is using Espocrm through Definable secure?

Every call from a persona to Espocrm is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

05 How do I get started with Espocrm on Definable?

Sign up for Definable, open the integrations page, find Espocrm, and connect via OAuth or API key. You can immediately attach Espocrm to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

06 What Espocrm actions does Definable expose?

Definable exposes all 2 Espocrm actions as callable tools — including `Get App User`, `Get Metadata`. Each tool gets a typed parameter schema so personas know exactly how to call it.