Integrating a CRM (Customer Relationship Management), CDP (Customer Data Platform), or ESP (Email Service Provider) with Letteros lets companies manage their newsletters and analytics from one place. Letteros not only helps you build email templates but also collects performance data (OR, CTR, purchases) from external systems — without ever having access to your audience's personal data. This matters especially for large companies that can't share contact data with third-party platforms.

In this article, we'll cover how to connect a CRM, CDP, or ESP to Letteros, what steps to follow, and how to set everything up without unnecessary custom work.

Why connect a CRM, CDP, or ESP to Letteros

  • Export finished email templates from Letteros to your CRM, CDP, or ESP
  • Collect performance data for your templates: email opens (OR), clicks (CTR), purchases
  • Build a single analytics report on email performance right inside Letteros
  • No access to your audience's personal data — safe, secure analytics
  • Convenient for companies with restricted access to user data

Step 1. Prepare your systems for integration

  1. Make sure your CRM, CDP, or ESP supports exporting email templates or connecting a widget.
  2. Check whether it can export newsletter reports (OR, CTR, purchases) and send them to Letteros.
  3. Prepare a list of the data you need:– email templates,– newsletter metrics.

Step 2. Set up the connection in Letteros

  1. Go to the Integrations section.
  2. Choose the type of system: CRM, CDP, or ESP.
  3. Provide:– an API key or token,– an endpoint (connection address),– a login, password, or other access credentials.

Once the integration is set up:

  • you can export email templates from Letteros to the chosen system,
  • or use the Letteros widget inside the external system (for example, in amoCRM).

Important: manual field mapping in Letteros isn't required.

To receive performance reports:

  • set up data export (OR, CTR, purchases) from your CRM, CDP, or ESP to Letteros,
  • perform email matching: match the emails from the external report with the templates inside Letteros.This lets you merge the data and build a single analytics report.

Step 3. Check and test

  1. Send a test template from Letteros to the CRM/CDP/ESP.
  2. Check that the template displays correctly.
  3. After sending, export a test report with results to Letteros.
  4. Check that the data (OR, CTR, purchases) came through and got linked to the right template.

Step 4. Train your team and document the process

  1. Prepare a guide for marketers and analysts.
  2. Document the setup to avoid mistakes during updates.
  3. Set up notifications for failures or errors.

Common mistakes

  • Errors in API keys or tokens
  • No configured report export from the CRM/CDP/ESP to Letteros
  • Emails not matched (not linked) between the systems and Letteros
  • Skipping a check of the integration before a full-scale launch

Conclusion

Connecting a CRM, CDP, or ESP to Letteros doesn't just centralize newsletter management — it lets you bring together in one place not just your email templates, but their performance results too. This matters especially for companies that can't share their audience's personal data with third-party platforms. This approach makes analytics more transparent and helps you make more accurate marketing decisions.