With the Hubspot integration, you can set up triggers to create leads and tasks when prospects engage with cadence emails in Klenty.
To set up the triggers:
- Login to your Klenty account and go to Settings -> CRM Settings.
- Click on Set up Triggers.
- You can enable the following options.
Create tasks for the lead in Hubspot with the following triggers in Klenty.
- e-mail sent to a prospect
- e-mail opened by a prospect
- a tracked link in an e-mail clicked on by a prospect
- replies received from a prospect
- task created or updated for the prospect
Create leads in Hubspot
- when a prospect replies for the first time