CRM Acceleration

Speed up your sales cycle while improving CRM adoption and data integrity

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24 articles in this collection
Written by Vengat Krishnaraj, Preena Francis, Bala Sindhuja and 1 other

Pipedrive

Importing Prospects from Pipedrive

Instructions on importing Prospects from Pipedrive

Written by Preena Francis
Updated over a week ago

Mapping Pipedrive Fields to Klenty

Import the fields that are important to running your cadences

Written by Preena Francis
Updated over a week ago

Exporting to Pipedrive

Description on exporting to Pipedrive from Klenty.

Written by Preena Francis
Updated over a week ago

Syncing to Pipedrive with Triggers

Automate you workflow with Triggers. Automatically create deals, people, and activities in Pipedrive.

Written by Preena Francis
Updated over a week ago

Pipedrive Users: Automatically Add Prospects from a Deal Stage to a Cadence

Link a deal-stage in the pipeline to a Cadence in Klenty to auto-start prospects in the cadence (Growth and Enterprise plans only)

Written by Bala Sindhuja
Updated this week

A Guide to Klenty-Pipedrive Workflows

How our power users utilise the Klenty-Pipedrive integration

Written by Preena Francis
Updated over a week ago

Getting Started with the Klenty-Pipedrive Integration

Detailed step by step instruction on getting started with the Klenty-Pipedrive Integration

Written by Preena Francis
Updated over a week ago

Preventing Klenty Activities from Syncing to Google Calendar.

Describes how to prevent Klenty activities created in Pipedrive, from syncing to your Calendar

Written by Ranjit C J
Updated over a week ago

Bi-Directional Sync

Explanation on Pipedrive-Klenty bi-directional sync

Written by Vengat Krishnaraj
Updated over a week ago

Connecting your Pipedrive Account

Instruction on connecting Pipedrive Account to Klenty

Written by Preena Francis
Updated over a week ago

Zoho

Syncing to Zoho CRM with triggers

Automated workflows with your Zoho CRM

Written by Preena Francis
Updated over a week ago

Setting-up the Zoho CRM Integration

Step by step instruction on setting up the Zoho CRM integration

Written by Preena Francis
Updated over a week ago

Importing Leads from Zoho CRM

Step by Step instruction on how to import from Zoho CRM to Klenty

Written by Preena Francis
Updated over a week ago

HubSpot

Exporting Contacts to HubSpot from Klenty.

Description on pushing Contacts from Klenty to HubSpot.

Written by Bala Sindhuja
Updated over a week ago

Setting-Up the Hubspot Integration

Step by Step Instructions on setting up the Hubspot Integration

Written by Preena Francis
Updated over a week ago

Syncing to HubSpot with Triggers

Automate your workflow. Sync prospect engagement data in real time.

Written by Bala Sindhuja
Updated over a week ago

Importing Contacts from HubSpot

Add Contacts from HubSpot to Klenty

Written by Bala Sindhuja
Updated over a week ago

Mapping HubSpot Fields to Klenty

Explanation on importing Contacts along with their properties to Klenty

Written by Bala Sindhuja
Updated over a week ago

Disconnecting HubSpot from Klenty

Explanation on removing Klenty-HubSpot integration.

Written by Bala Sindhuja
Updated over a week ago

Salesforce

Setting-up the Salesforce Integration

Step-by-Step guide for setting up the Salesforce Integration

Written by Preena Francis
Updated over a week ago

Creating Tasks and Leads Automatically in Salesforce

Instruction on creating Tasks and Leads automatically in Salesforce

Written by Preena Francis
Updated over a week ago

Using our Chrome Plugin to access Klenty within Salesforce

Step by step instruction to use Klenty within Salesforce with the Chrome Plugin

Written by Preena Francis
Updated over a week ago

Importing Prospects from Salesforce

Instructions on importing from Salesforce to Klenty

Written by Preena Francis
Updated over a week ago

Exporting Prospects to Salesforce

Instruction on exporting prospects to Salesforce

Written by Preena Francis
Updated over a week ago