Import from CRM

How to import prospects from Freshsales to Klenty

Once you integrate Freshsales with Klenty, you can import prospects from Freshsales by following these steps.
  1. Log in to your Klenty account and go to Prospects -> Add Prospects.
  2. Go to the Freshsales tab and select the Freshsales Filter to be imported from the drop-down.
  3. You can add the prospects to an existing Tag/List or create a new Tag/List and click on Import.

The filter will then be displayed under Import History.

Toggle on Auto import and Update on Import to automatically add and update prospects to Klenty when the Imported filter is updated. (Note: we check your Freshsales filter for updates every 30 minutes.)