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CRM Acceleration
Speed up your sales cycle while improving CRM adoption and data integrity
Syncing call results from Klenty to CRM (All CRM's)This article describes how you can log a call results and shows you how it looks in various CRMs.
Connecting your MS Dynamics AccountSteps to connect your Dynamics 365 account to your Klenty account
How do I use the chrome plugin within Pipedrive?Use Klenty's chrome plugin to easily integrate Pipedrive with Klenty
Importing Prospects from PipedriveInstructions on importing Prospects from Pipedrive using filters
Mapping Pipedrive Fields to KlentyImport the fields that are important to running your cadences
Exporting to PipedriveDescription on exporting to Pipedrive from Klenty.
Syncing to Pipedrive with TriggersAutomate your workflow with Triggers. Automatically create deals, people, and activities in Pipedrive.
Pipedrive Users: Automatically Add Prospects from a Deal Stage to a CadenceLink a deal-stage in the pipeline to a Cadence in Klenty to auto-start prospects in the cadence (Growth and Enterprise plans only)
A Guide to Klenty-Pipedrive WorkflowsHow our power users utilise the Klenty-Pipedrive integration
Getting Started with the Klenty-Pipedrive IntegrationDetailed step by step instruction on getting started with the Klenty-Pipedrive Integration
Preventing Klenty Activities from Syncing to Google/Outlook Calendar.Describes how to prevent Klenty activities created in Pipedrive, from syncing to your Calendar
Two-way SyncExplanation on Pipedrive-Klenty two way sync
Connecting your Pipedrive AccountInstruction on connecting Pipedrive Account to Klenty
How do I use the chrome plugin within Zoho?Use the plugin to get things done easily in Klenty directly from Zoho
Importing Accounts from Zoho CRM to KlentyImporting Prospects from the Zoho CRM using Account Filters.
Syncing to Zoho CRM with triggersAutomated workflows with your Zoho CRM
Setting-up the Zoho CRM IntegrationStep by step instruction on setting up the Zoho CRM integration
Importing Leads from Zoho CRMStep by Step instruction on how to import from Zoho CRM to Klenty
Exporting Contacts to Zoho from Klenty.Description on pushing Contacts from Klenty to Zoho.
Mapping Zoho Fields to Klenty
Zoho Deal Stage Playbook: Automatically Add Prospects from a Deal Stage to a CadenceLink a deal-stage in the pipeline to a Cadence in Klenty to auto-start prospects in the cadence (Growth and Enterprise plans only)
Exporting Contacts to HubSpot from Klenty.Description on pushing Contacts from Klenty to HubSpot.
How do I integrate Klenty with HubSpot?Where to find the options and what you will need.
Syncing to HubSpot with TriggersAutomate your workflow.
Sync prospect engagement data in real time.
Importing Contacts from HubSpotAdd Contacts from HubSpot to Klenty
Mapping HubSpot Fields to KlentyExplanation on importing Contacts along with their properties to Klenty
Disconnecting HubSpot from KlentyExplanation on removing Klenty-HubSpot integration.
How can I use the Chrome plugin with Hubspot?Step by step instruction to use Klenty within HubSpot using the Chrome Plugin
Setting-up the Salesforce IntegrationStep-by-Step guide for setting up the Salesforce Integration
Mapping Salesforce Fields to Klenty
Importing Prospects from SalesforceInstructions on importing from Salesforce to Klenty
Creating a Lead in Salesforce CRM using Klenty TriggersManual and Automated steps to create a Lead in Salesforce and FAQs
Creating & Logging Activities to Salesforce CRMAutomatically create and log activities to your CRM based on predefined triggers
Using our Chrome Plugin to access Klenty within SalesforceStep by step instruction to use Klenty within Salesforce with the Chrome Plugin
Salesforce Deal Stage Playbook: Automatically Add Prospects from a Deal Stage to a CadenceLink a deal-stage in the pipeline to a Cadence in Klenty to auto-start prospects in the cadence (Growth and Enterprise plans only)