Salesforce

Use Klenty within Salesforce with the Chrome plugin

After integrating Salesforce with Klenty you can use the Klenty’s chrome extension to start cadence, send a one-off email and more, directly from inside Salesforce.
  1. Login to your Salesforce account, go to Leads, select a view and hit Go. 
  2. Click on Klenty chrome extension and login using Klenty credentials.
  3. Now you will see the list of prospects from the Salesforce leads page in the extension tab.

You can perform the following actions using the extension.

  • Push to Klenty – add a lead from Salesforce to Klenty
  • Start/stop a cadence
  • Place a call
  • Send a one-off email
  • Create a task