BPM Examples

Downloadable examples

You can download the CSV file with examples and then import it into your EspoCRM instance.

1. Download the CSV file with examples.
2. In your EspoCRM, go to Administration > Import, select Process Flowchart entity type and upload the CSV file. Go through import steps.
3. You will find imported examples under Administration > Flowcharts.

Note

These flowcharts are not active, so they won't run until you set them active.

Included examples:

• User task
• Drip email campaign
• Tracking URLs
• Sub-process
• Email reply catching

Screenshot-only examples

Example 1

Example 2

Example 3

Example 4