--- title: "Connect Campaign Monitor and EspoCRM - APIANT.ai" description: "When \"New client\" fires in Campaign Monitor, your agent runs \"Add contact\" in EspoCRM, or \"New contact\" in EspoCRM to \"Add campaign\" in Campaign Monitor." canonical: "https://apiant.ai/connect/campaign-monitor-to-espocrm" --- # Connect Campaign Monitor and EspoCRM When **New client** fires in [Campaign Monitor](https://apiant.ai/connections/campaign-monitor), your agent runs **Add contact** in [EspoCRM](https://apiant.ai/connections/espocrm), or **New contact** in EspoCRM to **Add campaign** in Campaign Monitor. Describe the whole flow and it is built, tested on every scenario and kept running. Campaign Monitor **3** triggers Campaign Monitor **21** actions EspoCRM **3** triggers EspoCRM **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Campaign Monitor and EspoCRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Campaign Monitor and EspoCRM can do together ### From Campaign Monitor to EspoCRM - When **New client** in Campaign Monitor then **Add contact** in EspoCRM - When **New list** in Campaign Monitor then **Add task** in EspoCRM ### From EspoCRM to Campaign Monitor - When **New contact** in EspoCRM then **Add campaign** in Campaign Monitor - When **New Lead** in EspoCRM then **Add custom field** in Campaign Monitor Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Campaign Monitor and EspoCRM ## Triggers and actions 6 triggers · 37 actions - Trigger **New client** Polling trigger. Fires when a new client is added to the account. - Trigger **New list** Polling trigger. Fires when a new list is added to the specified client. - Trigger **New subscriber** Polling trigger. Fires when a new active subscriber is added to the specified list. - Action **Add campaign** Create a draft campaign. - Action **Add custom field** Adds a custom field to the specified list. An error occurs if the custom field name already exists. - Action **Add or update subscriber** Adds a subscriber to the specified list if the email is not found, otherwise updates the existing subscriber. - Action **Create list** Creates a new subscriber list for the specified client. - Action **Delete custom field** Deletes a custom field from the specified list. - Action **Delete list** Delete a list. - Action **Delete subscriber** Delete a subscriber from a list. - Action **Get list** Get details of a list. - Action **Get subscriber** Retrieves a subscriber's details (including custom fields and state) by email from the specified list. - Action **List campaigns** List sent campaigns for a client. - Action **List clients** List clients in the account. - Action **List custom fields** Lists a list's custom fields: field name, key, data type, options and preference-center visibility. - Action **List draft campaigns** Lists a client's draft (unsent) campaigns. - Action **List lists** List all subscriber lists for a client. - Action **List segments** List segments for a list. - Action **List subscribers** List active subscribers of a list (paginated). - Action **Unsubscribe** Removes a subscriber from the specified list. - Action **Update custom field** Updates a custom field in the specified list. An error occurs if the custom field name is not found. - Action **Update custom field options** Updates a custom field's options in the specified list. An error occurs if the custom field name is not found. - Action **Update list** Update list settings. - Action **Update subscriber multi-select field** Updates a subscriber's multi-select custom field. Existing selected values can be retained or replaced. - Trigger **New contact** Triggers when a new contact is created in EspoCRM. - Trigger **New Lead** Triggers when a new lead is created in EspoCRM. - Trigger **New opportunity** Triggers when a new opportunity is created in EspoCRM. - Action **Add account** Creates a new account (company) in EspoCRM and returns its attributes. - Action **Add case** Creates a new case (support ticket) in EspoCRM. - Action **Add contact** Creates a new contact in EspoCRM. - Action **Add opportunity** Creates a new opportunity (deal) in EspoCRM and returns the created record. - Action **Add task** Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case. - Action **Create Lead** Creates a new lead in EspoCRM and returns the created lead record. - Action **Find accounts** Finds EspoCRM accounts whose name matches the text you supply. - Action **Find contacts** Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact. - Action **Find Lead** Finds leads in EspoCRM matching a value on a chosen attribute (email address by default). - Action **Get contact** Returns a single EspoCRM contact by its ID, with all its attributes including custom fields. - Action **Get Lead** Returns a single EspoCRM lead by its ID, with all of its fields. - Action **Get Task** Returns one task by its ID, with its subject, status, dates, parent record and assignee. - Action **Update account** Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed. - Action **Update contact** Updates an existing contact in EspoCRM, changing only the fields you fill in. - Action **Update Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Action **Update opportunity** Updates an existing opportunity in EspoCRM, changing only the fields you fill in. ## Each app on its own - [ **Campaign Monitor** Campaign Monitor email marketing — manage lists, subscribers, custom fields, send smart (transactional)...](https://apiant.ai/connections/campaign-monitor) - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) Reviews ## What our customers say ## More from Campaign Monitor - [ **Campaign Monitor to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/campaign-monitor-to-hubspot) - [ **Campaign Monitor to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/campaign-monitor-to-salesforce) - [ **Campaign Monitor to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/campaign-monitor-to-slack) - [ **Campaign Monitor to Google Sheets** Google Sheets](https://apiant.ai/connect/campaign-monitor-to-google-sheets) - [ **Campaign Monitor to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/campaign-monitor-to-gmail) - [ **Campaign Monitor to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/campaign-monitor-to-google-calendar) ## More into EspoCRM - [ **ActiveCampaign to EspoCRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-espocrm) - [ **Airtable to EspoCRM** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-espocrm) - [ **Asana to EspoCRM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-espocrm) - [ **ClickUp to EspoCRM** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-espocrm) - [ **Discord to EspoCRM** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-espocrm) - [ **Brevo to EspoCRM** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-espocrm) Questions ## Campaign Monitor and EspoCRM, answered ### ### What can start an automation from Campaign Monitor? Any of Campaign Monitor's 3 triggers in the catalog, including New client, New list and New subscriber. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in EspoCRM when something happens in Campaign Monitor? Any of EspoCRM's 16 actions, including Create Lead, Update account, Update contact and Update Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from EspoCRM to Campaign Monitor? Yes. When something happens in EspoCRM, your agent can act in Campaign Monitor too. This page covers both directions: EspoCRM's triggers and Campaign Monitor's actions are listed here as well. ### ### Do I have to build a connector for Campaign Monitor or EspoCRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Campaign Monitor and EspoCRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.