Salesforce

Use Klenty within Salesforce with the Chrome plugin

After integrating Salesforce with Klenty you can use the Klenty’s chrome extension to start, stop or resume cadence directly from inside Salesforce.

Login to your Salesforce account, go to Leads, select a view and hit Go. 

Click on Klenty chrome extension and login using Klenty credentials.

Now you will see the list of prospects from Salesforce in the extension tab.

Add prospects from Salesforce to Klenty
Start a Cadence from inside Salesforce

Add prospects from Salesforce to Klenty

Select the prospects and click on Push to Klenty button to push prospects to Klenty. The CRM icon turns blue once for the prospects pushed successfully.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Start a Cadence from inside Salesforce

To start Cadence from inside Salesforce

Select the prospects and click on Start Cadence, then select a cadence from the list of Cadences.

You can preview the emails and click on Start to start the cadence.  

Prospect status will be changed to In Cadence.

Similarly, you can stop and resume cadence for prospects by clicking on Stop Cadence and Resume Cadence. When you stop a cadence for a prospect the status will be changed to Manually stopped.