Connect ClickBank and Espo CRM to Build Intelligent Automations

Choose a Trigger

ClickBank

When this happens...

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Espo CRM

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Enable Integrations or automations with these events of ClickBank and Espo CRM

Enable Integrations or automations with these events of ClickBank and Espo CRM

Triggers

New Transaction Postback

New Transaction Postback

Triggers when ClickBank sends a server-to-server postback for a new event such as an order form impression, purchase, upsell, or combined conversion.

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Actions

List ClickBank Orders

List ClickBank Orders

List or search all orders of ClickBank.

Get ClickBank products

Get ClickBank products

Get products from a ClickBank site.

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Frequently Asked Questions

How do I start an integration between ClickBank and Espo CRM?

To start, connect both your ClickBank and Espo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickBank triggers actions in Espo CRM (or vice versa).

Can we customize how data from ClickBank is recorded in Espo CRM?

Absolutely. You can customize how ClickBank data is recorded in Espo CRM. This includes choosing which data fields go into which fields of Espo CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ClickBank and Espo CRM?

The data sync between ClickBank and Espo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ClickBank to Espo CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ClickBank and Espo CRM?

Yes, you can set conditional logic to control the flow of data between ClickBank and Espo CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

ClickBank

About ClickBank

ClickBank is a global digital retailer and leading affiliate marketplace. Our ecosystem enables our clients to launch, scale and support physical and digital products and connect with affiliates to promote them. We empower entrepreneurs with the freedom to work and live across the globe, fuel their purpose and live the life of their dreams.

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Espo CRM

About Espo CRM

Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.

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