Connect Espo CRM and klenty to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
Lead Status Updated
Choose an Action
Automatically do this!
Create Prospect
Change Status to Do Not Contact
Revert Prospect Status From Do Not Contact
Start an email cadence
Stop All Mails to Prospect
Stop cadence
Unsubscribe Prospect
Update Prospect
Ready to use Espo CRM and klenty automations
Actions and Triggers
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
Add a new prospect to Klenty using contact and company details, optional list, tags, and owner.
Change Status to Do Not Contact
Mark the prospect's email in Klenty as Do Not Contact to stop further outreach.
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Frequently Asked Questions
To start, connect both your Espo CRM and klenty accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in klenty (or vice versa).
Absolutely. You can customize how Espo CRM data is recorded in klenty. This includes choosing which data fields go into which fields of klenty, setting up custom formats, and filtering out unwanted information.
The data sync between Espo CRM and klenty typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Espo CRM and klenty. 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.
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 MoreAbout klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
Learn More
