Import prospects from Salesforce to Klenty

With the Salesforce integration, you can import prospects from Salesforce to Klenty by following these simple steps.
  1. Login to your Klenty account and go to Prospects -> Add prospects.
  2. Under Salesforce, select the Report you want to import from the drop-down box.
  3. You can add the prospects to a List or Tag and click on Import.


Toggle on Auto import to automatically add prospects to Klenty when the Imported filter is updated. (Note: we check for updates from your Salesforce report every 6 hours.)

Use the Import Now button to import/update prospects immediately, when needed.