Connecting EspoCRM to Microsoft 365 or Outlook.com with the official Outlook Integration: the Entra ID app registration, Microsoft Graph delegated permissions for calendar, contacts, IMAP and SMTP, admin consent, secret expiry, and sync scheduling.
Setting up the official Google Integration for EspoCRM: Google Cloud project and OAuth consent screen, enabling the Calendar, People and Gmail APIs, redirect URIs, PHP extension prerequisites, and the role scopes users need for calendar and contacts sync.
Linking EspoCRM to the phone system with the official VoIP Integration extension: supported PBXs and services, per-system setup, running the connector in Docker, customization and troubleshooting, and what to check before choosing a PBX.
Collecting one-time payments from EspoCRM with the official Stripe integration: Sales Pack and version prerequisites, the Stripe Checkout webhook events and endpoint, payment channels and methods, payment requests and status updates, and testing behind a firewall.
Giving AI agents controlled access to CRM records through the free EspoCRM MCP extension: what tools it exposes, running over the existing REST API, choosing which tools are enabled, protocol version requirements, and permission design for agent users.
Pushing EspoCRM changes to other systems in real time: subscribing through the API, create, update, delete and field-level events, signature checking with the secret key, error handling and retries, and permissions for API users.
Creating Zoom meetings from EspoCRM meetings: the organization Zoom account, linking users' Zoom accounts, which users may push meetings and what happens when an assignee has no Zoom account.
Adding SMS to EspoCRM: the official SMS Providers extension for Twilio, Spryng, seven and others, sending from formula and workflows, SMS two-factor codes and UI sending through VoIP for Twilio.
Showing account and contact addresses on maps in EspoCRM: the Google Maps API key and required APIs, Map IDs, map fields on detail layouts and map dashlets.
Setting up Keycloak as the OIDC provider for EspoCRM: client setup, the client_secret_post requirement, group claims mapped to teams, user creation on first login and backchannel logout.
Letting staff sign in to EspoCRM with Active Directory credentials: the system bind user, sAMAccountName as username attribute, base DN, automatic user creation and attribute mapping.