Connect Espo CRM and klenty to Build Intelligent Automations

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Espo CRM

When this happens...

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klenty

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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

New Lead

Runs when New Lead Is Created

Lead Status Updated

Lead Status Updated

Runs when Lead Status Updated

Prospect Unsubscribe

Prospect Unsubscribe

Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.

Cadence First Reply

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

On Bounce

Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.

On Cadence Completed

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 Lead

Create a new lead using contact and address details.

Get Lead

Get Lead

Fetches Lead details by an ID.

Update Lead

Update Lead

Update lead details.

Find Leads by Text Filter

Find Leads by Text Filter

Find leads that match a text filter.

Create Prospect

Create Prospect

Add a new prospect to Klenty using contact and company details, optional list, tags, and owner.

Change Status to Do Not Contact

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

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

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).

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

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.

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

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.

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

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 Espo CRM and klenty?

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.

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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klenty

About klenty

Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.

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