EspoCRM + Trafft Integration

Integrate EspoCRM to Trafft in one click, or tell Integrately AI how you want each booking handled. Create contacts in your CRM, update your pipeline, alert your team, and schedule 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
  • Trafft
    Appointment is created in Trafft Instant
  • Trafft
    Appointment status is changed in Trafft Instant
  • Trafft
    Appointment canceled in Trafft Instant
  • Trafft
    Appointment rescheduled in Trafft Instant
  • Trafft
    Customer is created in Trafft Instant
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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

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Ready Workflows Ready Workflows for EspoCRM + Trafft Integration

Capture bookings as contacts, update your CRM records, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Trafft + EspoCRM Integration

Create EspoCRM task for new Trafft event

Creating task in EspoCRM is a great way to keep track of task that need to be completed when an event is created in your Trafft account.

With the help of this integration, when an event is created, a task will be automatically created in EspoCRM and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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  • 1of1
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 + Trafft flow

Process payments, schedule follow-up meetings, sync customer lists, and notify your team across your entire toolstack. Pick a combination and activate it in one click.

EspoCRM
Trafft
+
StripeStripe (4)
+
Google CalendarGoogle Calendar (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
ZoomZoom (4)
+
Google SheetsGoogle Sheets (4)
T
E
S
When an appointment is created in Trafft, create a contact in EspoCRM and create a customer in Stripe.
New Trafft bookings instantly generate EspoCRM contacts and Stripe customers without manual data entry.
T
E
S
When a Trafft appointment is canceled, update the EspoCRM contact and create a refund record in Stripe.
Canceled bookings update your EspoCRM records and initiate Stripe refunds automatically.
T
E
S
When a customer is created in Trafft, create an EspoCRM contact and create a payment link in Stripe.
New Trafft customers receive a Stripe payment link while getting added to EspoCRM automatically.
T
E
S
Use Claude to evaluate new Trafft appointment payments in Stripe, create an EspoCRM contact, and log the deal.
Claude evaluates Stripe payment data alongside Trafft bookings to create qualified EspoCRM contacts.

Supported triggers and actions for EspoCRM and Trafft

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
Try it →
Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
Try it →
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
Try it →
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
Try it →
Trafft
Trafft Triggers & Actions
Instant
Appointment is created in Trafft
Triggers the automation when a new appointment is created
Try it →
Instant
Appointment status is changed in Trafft
Triggers the automation when the status of any appointment is changed
Try it →
Instant
Appointment canceled in Trafft
Triggers the automation when any appointment is canceled
Try it →
Instant
Appointment rescheduled in Trafft
Triggers the automation when any appointment is rescheduled
Try it →
Instant
Customer is created in Trafft
Triggers the automation when a new customer is created
Try it →
No action is available

What can you automate with EspoCRM + Trafft?

Streamline your booking and customer relationship workflows with powerful, automated triggers and actions.

What you can automate?
🔗
Sync bookings into CRM contacts automatically
Turn every new Trafft appointment into an EspoCRM contact instantly. Eliminate manual data entry and keep your customer database perfectly synchronized.
📋
Capture every submitted intake field
Map all client intake answers and booking notes from Trafft into your EspoCRM fields. Your CRM records capture complete details for better client interactions.
🔔
Alert your team the moment bookings happen
Notify your team in real-time when new appointments are scheduled. Ensure prompt follow-up and preparation for every consultation.
🔀
Route records based on appointment type
Apply conditional logic to handle different booking tiers or services differently. Send VIP clients to priority pipelines and standard bookings to regular queues.
🔄
Keep records updated when schedules change
Automatically update EspoCRM contacts whenever appointments are rescheduled or modified in Trafft. Maintain accurate timelines without manual tracking.
🔍
Prevent duplicate records with smart lookups
Search existing database entries before creating new records. Update existing EspoCRM contacts when returning clients book another appointment.
Manage cancellations and status changes
Instantly update EspoCRM records and trigger downstream actions when appointments are canceled or status changes to confirmed.
🌐
Extend your workflow to team messaging tools
Connect your core scheduling and CRM data to Slack or Google Sheets for automated notifications and comprehensive tracking logs.
And much more...

Who is EspoCRM + Trafft integration for?

Connecting EspoCRM and Trafft helps teams eliminate manual data entry, streamline client scheduling, and keep customer records perfectly synchronized across platforms.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client success managers
Client success managers
High-volume administrators
High-volume administrators
Operations coordinators
Operations coordinators
Support supervisors
Support supervisors
📈
Performance marketers
You're running booking campaigns but your tracking sheet only updates when someone manually exports client appointments, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new booking lands in your CRM instantly and your data stays current.
Sales representatives
You need to follow up with new consultation leads immediately, but booking notifications sit in your scheduling inbox until someone remembers to copy them over, causing delays — this integration means every new booking creates a contact in your CRM right away so you can reach out first.
🤝
Client success managers
You answer to stakeholders who want real-time visibility into client onboarding and scheduling volumes, but manual report compilation leaves your dashboards outdated — automating both apps means your records update on every appointment change and your stakeholders see accurate progress.
📊
High-volume administrators
You manage hundreds of client appointments each week and copying attendee details into your CRM by hand leads to typos and missed follow-ups, overwhelming your team — connecting these apps means booking data flows into your database cleanly without manual data entry.
🔄
Operations coordinators
You own the client intake process and depend on upstream booking submissions to trigger task assignments, but manual handoffs cause scheduling bottlenecks — this integration means every appointment creation instantly triggers your downstream CRM workflows without waiting.
🗂️
Support supervisors
You need a reliable history of all client interactions and keep finding gaps where rescheduled or canceled appointments were never updated in your database — automating both apps means your client history remains complete and accurate at all times.
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 + Trafft

Build and manage your EspoCRM + Trafft 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 + Trafft 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 Trafft?
Frequently Asked Questions
You can connect EspoCRM to Trafft instantly using 1-click ready workflows or Integrately AI. Simply pick a pre-built template, authenticate your accounts, and sync client bookings into your CRM automatically.
Can I automatically create EspoCRM contacts when a Trafft appointment is booked?
Frequently Asked Questions
Can I connect EspoCRM, Trafft, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and Trafft?
Frequently Asked Questions
How does EspoCRM handle contact updates when appointments are rescheduled?
Frequently Asked Questions
Can Trafft cancellations update my EspoCRM records?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and Trafft?
Frequently Asked Questions
Is the EspoCRM and Trafft integration free?
Frequently Asked Questions
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You Can Also Connect EspoCRM or Trafft With 1500+ Other Apps

EspoCRM
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Trafft
Popular Trafft Integrations
Sync Trafft with messaging, payment, and calendar tools to optimize your scheduling and booking operations.
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