Espocrm for your voice agent

EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Espocrm and paste it on a secure page in Connected apps.
What it reads
10 actions, such as download Attachment, get App User and get Currency Rates.
What it changes
6 actions, such as create Record, follow Record and post Stream Note.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 16. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Espocrm actions

Reads 10

  • Download Attachment
  • Get App User
  • Get Currency Rates
  • Get Labels
  • Get Metadata
  • Get Record
  • List Records
  • List Record Stream
  • List Related Records
  • List Stream

Changes 6

  • Create Record
  • Follow Record
  • Post Stream Note
  • Relate Records
  • Update Record
  • Upload Attachment

Espocrm setup

  1. Pasting a Espocrm API key

    Create an API key in Espocrm, choose Espocrm in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 16 actions the agent may use. Start with lookups and add the ones that change Espocrm when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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