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.
- 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 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