Eko + Roll Integration
Integrate Eko to Roll in one click, or tell Integrately AI how you want each form response handled. Capture new form submissions, create company records, track projects, and log time records automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created or updated in Eko Instant- Form response is created in Eko Instant
- Order is created in Eko Instant
- Order is updated in Eko Instant
- Booking is created in Eko Instant
- Product is created in Eko Instant
- Product is updated in Eko Instant
Company is created in Roll- Task is created in Roll
- Project is created in Roll
- Time record is created in Roll
2.
- Create member in Eko
- Update member in Eko
- Delete member in Eko
- Delete contact in Eko
- Search contact in Eko
- Update contact in Eko
- Create contact in Eko
- Create product in Eko
- Update product in Eko
- Search product in Eko
- Create member group in Eko
- Update member group in Eko
- Delete member group in Eko
- Create company in Roll
- Search company in Roll
- Create project in Roll
- Search project in Roll
- Create time record in Roll
Trusted by experts at...
Ready Workflows for Eko + Roll Integration
Capture form responses, create company profiles, track projects, log time records, and manage your business operations, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Eko + Roll flow
Streamline customer data between your storefronts, CRM, marketing campaigns, spreadsheets, and team channels. Pick a combination and activate it in one click.
+
Shopify (4)
Shopify (4) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Mailchimp (3)
Mailchimp (3) +
Google Sheets (3)
Google Sheets (3) +
Zoom (3)
Zoom (3) S
E
R
Create a contact in Eko and a company in Roll when a new Shopify order is placed.
New Shopify orders instantly generate a contact in Eko and a company record in Roll, keeping your sales and ecommerce platforms aligned.
E
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When a product is created in Eko, add it to Shopify and create a project in Roll.
New Eko products automatically appear in your Shopify storefront while creating a dedicated project in Roll.
S
E
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If a Shopify order is created, update the matching contact in Eko and create a time record in Roll.
Track customer purchases by updating Eko contact details and logging billable time records in Roll.
E
S
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When an order is updated in Eko, update the Shopify order status and create a task in Roll.
Keep Shopify and Roll updated when order details change in Eko.
Supported triggers and actions for Eko and Roll
Mix and match to build the exact automation you need
Eko Triggers & Actions
Instant
Contact is created or updated in Eko
Triggers the automation when a contact is created or updated
Try it → Roll Triggers & Actions
What can you automate with Eko + Roll?
Eliminate manual data entry by syncing custom pages, funnels, and customer records between Eko and Roll.
⚡
Sync new Eko orders and funnels directly to Roll
Instantly create company files and project trackers in Roll whenever a new order, booking, or form submission occurs in Eko.
📋
Capture every submitted custom form response
Map all available form fields and contact details from Eko straight into your Roll CRM without losing custom data points.
🔔
Notify your team the moment events happen
Send immediate alerts to your internal channels whenever a new booking or high-value order comes through your Eko storefront.
🔀
Route submissions based on custom criteria
Direct specific form responses and orders to different projects or company portfolios in Roll depending on submitted answers.
🔄
Keep records updated as details change
Automatically update contact information and order statuses across both Eko and Roll when modifications occur.
🔍
Search and update instead of creating duplicates
Check for existing records in Roll before creating new entries, maintaining a clean and organized customer database.
💳
Manage later status changes and time records
Log billable hours and adjust project statuses in Roll when orders or subscriptions are updated in Eko.
📊
Extend workflows to your favorite spreadsheet tools
Connect your Eko and Roll data pipeline to Google Sheets for secondary backup, tracking, and collaborative reporting.
And much more...
Who is Eko + Roll integration for?
Founders and operations managers scaling custom pages, funnels, and business finances who need seamless data flow between storefronts and CRM records.
Operations directors
Sales managers
Account managers
Ecommerce founders
Project coordinators
Finance leads
📈
Operations directors
You review financial reports and CRM metrics every week, but your pipeline data remains scattered across disparate funnel pages until someone manually exports submissions, so the dashboard numbers you rely on are always hours behind — connecting these apps means every form response populates your CRM instantly and your reports stay accurate.
⚡
Sales managers
You need to act on incoming leads immediately, but new inquiries sit unaddressed in your landing page builder until someone checks them by hand, so prospective clients find out too late — with this integration, every new inquiry triggers instant company creation and alert notifications.
📊
Account managers
You answer to clients who want to see active project progress and financial tracking in one unified dashboard, but your team spends hours cross-referencing storefront data with internal CRM records — automating both apps means project milestones and contact updates sync automatically.
🌊
Ecommerce founders
The order and customer volume on your custom funnels is too high for anyone to keep up by hand, leading to missed customer records and broken follow-up cycles — this integration means every order and submission flows directly into your central financial CRM.
🔗
Project coordinators
You own the client onboarding stage and depend on upstream sales teams to hand over customer details before work can begin, but manual data entry causes chronic bottlenecks — automating these apps means project records are created the moment a booking or order occurs.
🗂️
Finance leads
You need a reliable transaction and client history for auditing, but you keep finding gaps caused by manual copy-pasting between your storefront builder and accounting software — connecting these apps means every transaction and time record logs accurately without missing entries.
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 Eko + Roll
Build and manage your Eko + Roll automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Eko + Roll with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Eko + Roll Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Eko to Roll?
Connecting Eko to Roll takes just one click using ready-made templates on Integrately. You can also use Integrately AI to build custom multi-step workflows connecting Eko, Roll, and 1,500+ other apps like Shopify, Stripe, and Slack.
Can I automatically create Roll companies from Eko form responses?
Can I connect Eko, Roll, and Slack?
What is a good Zapier alternative for Eko and Roll?
How are contacts and orders handled between Eko and Roll?
Can I track projects and time records from Eko events in Roll?
Do I need coding skills to automate Eko and Roll?
Is the Eko and Roll integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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