Before you begin:
- Make sure your Freshsales integration is set up.
- You should have at least one filter in Freshsales that includes the Leads you want to import to Klenty.
To import prospects from Freshsales:
- In Klenty, go to Prospects -> Add Prospects -> Freshsales.
- Select the Freshsales Filter to be imported from the drop-down.
- You can add the prospects to an existing Tag/List or create a new Tag/List and click on Import.
The filter will then be displayed under Import History where you can:
- Toggle on Auto import to automatically add prospects to Klenty when the selected filter is updated in Freshsales. (Note: we check your Freshsales filter for updates every 30 minutes.)
- To import leads from this filter immediately, click on Import Now.