Connect Espo CRM and klenty
Integrate Espo CRM with klenty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect in Klenty when New Lead in Espo CRM
Change Status To Do Not Contact in Klenty when New Lead in Espo CRM
Revert Prospect Status From Do Not Contact in Klenty when New Lead in Espo CRM
Start Cadence in Klenty when New Lead in Espo CRM
Stop All Mails to Prospect in Klenty when New Lead in Espo CRM
Popular Espo CRM + klenty flows
Start from a real workflow other teams are already running.
Create Prospect in Klenty when New Lead in Espo CRM
Use this flowChange Status To Do Not Contact in Klenty when New Lead in Espo CRM
Use this flowRevert Prospect Status From Do Not Contact in Klenty when New Lead in Espo CRM
Use this flowStart Cadence in Klenty when New Lead in Espo CRM
Use this flowStop All Mails to Prospect in Klenty when New Lead in Espo CRM
Use this flowStop Cadence in Klenty when New Lead in Espo CRM
Use this flowUnsubscribe Prospect in Klenty when New Lead in Espo CRM
Use this flowUpdate Prospect in Klenty when New Lead in Espo CRM
Use this flowCreate Prospect in Klenty when Lead Status Updated in Espo CRM
Use this flowChange Status To Do Not Contact in Klenty when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and klenty.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Prospect Unsubscribe
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
Cadence First Reply
Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.
On Bounce
Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.
On Cadence Completed
Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Create Prospect
Create a new prospect in Klenty
Change Status To Do Not Contact
Mark a prospect as Do Not Contact to prevent future emails
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
About klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Espo CRM and klenty accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Espo CRM and klenty as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach klenty. No coding required.
Yes. You can set up a workflow where Espo CRM triggers actions in klenty, and a separate workflow where klenty triggers actions in Espo CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Espo CRM and klenty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM and klenty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
