Freshsales

Create a prospect as a Lead in Freshsales

Once you integrate Freshsales with Klenty, you can configure triggers to create a lead in Freshsales when a prospect replies to an email in Klenty.
  • Login to your Klenty account and go to Settings -> CRM Settings.
  • Under Freshsales, click on Setup Triggers and set up the following trigger under Prospect replied.
  • Create prospect as a Lead