Importing Prospects from Freshsales

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:

1. In Klenty, go to Prospects -> Add Prospects -> Freshsales.
2. Select the Freshsales Filter to be imported from the drop-down.
3. 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.