EspoCRM + LeadDyno Integration

Integrate EspoCRM to LeadDyno in one click, or tell Integrately AI how you want each lead handled. Sync contacts, track affiliate signups, update accounts, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
  • LeadDyno
    Affiliate is created in LeadDyno
  • LeadDyno
    Lead is created in LeadDyno
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2.
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM
  • LeadDyno
    Create purchase with line items in LeadDyno
  • LeadDyno
    Create affiliate in LeadDyno
  • LeadDyno
    Search affiliate by ID or email in LeadDyno
  • LeadDyno
    Update affiliate in LeadDyno
  • LeadDyno
    Search affiliate by affiliate code in LeadDyno
  • LeadDyno
    Create lead in LeadDyno
  • LeadDyno
    Search lead by ID or email in LeadDyno

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Ready Workflows Ready Workflows for EspoCRM + LeadDyno Integration

Capture leads, create affiliates, update contact details, and record purchases, all in just one click.

Most popular automationsmost-popular-automations
EspoCRM + LeadDyno Integration

Create LeadDyno affiliate for new EspoCRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this EspoCRM - LeadDyno integration, anytime a new EspoCRM contact is created, an LeadDyno affiliate should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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LeadDyno + EspoCRM Integration

Create EspoCRM contact for new LeadDyno affiliate

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new EspoCRM contact and LeadDyno affiliate can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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LeadDyno + EspoCRM Integration

Create EspoCRM task for new LeadDyno affiliate

EspoCRM and LeadDyno are two powerful cloud-based tools that can be used to improve business productivity. Using this EspoCRM - LeadDyno integration, you can automatically create task in EspoCRM whenever a new affiliate is created in LeadDyno.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your EspoCRM + LeadDyno flow

Send emails, process payments, and notify your sales team right after your CRM and affiliate data syncs. Pick a combination and activate it in one click.

EspoCRM
LeadDyno
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
QuickBooks OnlineQuickBooks Online (4)
E
S
L
Create a Shopify customer when a contact is created in EspoCRM, and create an affiliate lead in LeadDyno
New EspoCRM contacts instantly become Shopify customers and LeadDyno affiliate leads without manual entry.
S
E
L
When a Shopify order is placed, update the contact in EspoCRM and record the purchase in LeadDyno
Store purchases update your EspoCRM records and credit the correct affiliate in LeadDyno instantly.
S
E
L
If a Shopify order includes specific tags, create an EspoCRM task and update the affiliate in LeadDyno
Tagged store orders trigger follow-up tasks in EspoCRM and adjust affiliate records in LeadDyno.
S
E
L
Use Claude to summarise Shopify order notes, save the summary in EspoCRM, and create an affiliate in LeadDyno
AI analysis extracts key details from Shopify orders, updating EspoCRM and registering affiliates in LeadDyno.

Supported triggers and actions for EspoCRM and LeadDyno

Mix and match to build the exact automation you need

EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
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Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
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Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
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Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
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Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
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Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
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Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
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Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
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Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
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Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
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Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
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Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
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Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
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Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
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Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
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Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
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Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
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Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
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Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
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Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
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Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
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Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
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Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
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Search lead by name in EspoCRM
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Create contact in EspoCRM
Adds a new contact to the database
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Search contact in EspoCRM
Finds and retrieves contact information
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Update contact in EspoCRM
Updates contact information with new details
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Delete contact in EspoCRM
Removes a contact from the address book
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Create lead in EspoCRM
Generates new leads for potential customers
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Search lead email in EspoCRM
Searches for a lead's email
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Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
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Create task in EspoCRM
Creates a new task
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Create account in EspoCRM
Generates a new account
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Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
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Search account in EspoCRM
Searches for account information
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Update account in EspoCRM
Updates account information
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Delete opportunity in EspoCRM
Removes a opportunity from the system
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Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
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Create opportunity in EspoCRM
Creates a new instance of the support system
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Search opportunity in EspoCRM
Searches for a opportunity
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Search meeting in EspoCRM
Searches for a meeting
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Update opportunity in EspoCRM
Updates the opportunity details as needed
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Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
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Update case in EspoCRM
Updates case details
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Delete account in EspoCRM
Removes an account and all associated data from the system
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Delete case in EspoCRM
Removes the particular case from the system
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Create call in EspoCRM
Initiates a call to the recipient
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Search call in EspoCRM
Searches for a call
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Update call in EspoCRM
Updates call information
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Delete call in EspoCRM
Deletes a call entry from the database
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LeadDyno
LeadDyno Triggers & Actions
Affiliate is created in LeadDyno
Triggers the automation when a new affiliate is added
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Lead is created in LeadDyno
Triggers the automation when a new lead is created
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Create purchase with line items in LeadDyno
Creates a new purchase including line items
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Create affiliate in LeadDyno
Generates unique referral links for affiliate partners
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Search affiliate by ID or email in LeadDyno
Searches for an affiliate by their id or email
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Update affiliate in LeadDyno
Updates affiliate information and details
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Search affiliate by affiliate code in LeadDyno
Searches for affiliate information using their unique affiliate code
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Create lead in LeadDyno
Generates new leads for potential customers
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Search lead by ID or email in LeadDyno
Searches for a lead using an id or email
Try it →

What can you automate with EspoCRM + LeadDyno?

Streamline your customer relationships and affiliate tracking with automated workflows designed for your business needs.

What you can automate?
🔄
Sync new EspoCRM contacts to LeadDyno
Automatically create a corresponding affiliate lead in LeadDyno the moment a new contact is created in EspoCRM. Eliminate manual data entry and keep your systems aligned.
📋
Capture every submitted contact detail
Map all available contact fields from EspoCRM into LeadDyno instead of just basic names. Your affiliate platform receives complete information for every signup.
🔔
Alert your team instantly on Slack
Notify your sales or support channel the moment a new affiliate registers or a contact is updated. Ensure your team responds to high-value prospects without delay.
🔀
Route records based on submitted fields
Send leads to different workflows or assign specific tasks depending on the tier or status selected in EspoCRM. Tailor your follow-up process automatically.
🔄
Keep records updated as data changes
Automatically update contact information in EspoCRM or affiliate details in LeadDyno whenever modifications occur in either platform. Maintain absolute data consistency.
👥
Search and update instead of duplicating
Check whether a contact or affiliate already exists before creating a new entry. Prevent duplicate records and keep your database clean.
💳
Handle purchases and status updates
Record purchases with line items in LeadDyno and update contact stages in EspoCRM whenever payments succeed or subscriptions change.
📊
Extend flows to Google Sheets and accounting
Connect your EspoCRM and LeadDyno workflow to Google Sheets or QuickBooks Online to log transactions and maintain comprehensive financial records.
And much more...

Who is EspoCRM + LeadDyno integration for?

Sales managers, affiliate marketers, and finance leads rely on this integration to eliminate manual data entry, keep affiliate programs accurate, and track every lead conversion without delay.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Operations teams
Operations teams
Project leads
Project leads
Finance admins
Finance admins
📈
Performance marketers
You're running campaigns across multiple channels but your reporting sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the sheet instantly and your data stays current.
Sales reps
You need to act fast on incoming enquiries, but leads sit in your CRM for hours before anyone notices they signed up — automating both apps means every contact triggers an immediate notification so your team can follow up while interest is high.
🤝
Account managers
You answer to clients who want daily updates on their affiliate signups, but compiling numbers by hand takes hours every morning — connecting these apps means your tracking tables update themselves and client reports are always ready.
📊
Operations teams
The volume of new customer orders and affiliate signups is too high for anyone to keep up by hand without missing records — this integration means every transaction creates the right task and updates records across platforms without human error.
🔄
Project leads
You own the onboarding stage and depend on someone upstream to hand over contact details before you can begin work — automating both apps means your team receives every new submission the moment it occurs so onboarding starts right away.
📋
Finance admins
You need a reliable history of all purchases and affiliate payouts, but keeping customer data aligned across different systems creates frustrating gaps — with this integration, every payment record matches your customer database accurately.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate EspoCRM + LeadDyno

Build and manage your EspoCRM + LeadDyno automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect EspoCRM + LeadDyno with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect EspoCRM to LeadDyno?
Frequently Asked Questions
You can connect EspoCRM to LeadDyno in minutes using 1-click automations on Integrately. Choose from ready workflow templates or use Integrately AI to set up custom data syncs with apps like Slack, Google Sheets, and Shopify.
Can I automatically create a LeadDyno affiliate lead when a contact is created in EspoCRM?
Frequently Asked Questions
Can I connect EspoCRM, LeadDyno, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and LeadDyno?
Frequently Asked Questions
How does EspoCRM handle contact data when syncing with LeadDyno?
Frequently Asked Questions
Can I track purchases and update affiliate profiles in LeadDyno from EspoCRM?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and LeadDyno?
Frequently Asked Questions
Is the EspoCRM and LeadDyno integration free?
Frequently Asked Questions
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You Can Also Connect EspoCRM or LeadDyno With 1500+ Other Apps

EspoCRM
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Connect EspoCRM to CRMs, email tools, and messaging platforms to manage and follow up on your customer relationships.
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LeadDyno
Popular LeadDyno Integrations
Sync LeadDyno with marketing, analytics, and reporting tools to keep affiliate data working across your tech stack.
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