Salesforce

Create tasks in Salesforce with Triggers

Track email opens, clicks and replies right from inside Salesforce once integrated with Klenty.

Login to your Klenty account and navigate to Settings -> CRM settings.

Under Salesforce click on Setup Triggers. You can set up triggers for the following

Mail sent to prospect

Mail opened by prospect

Tracked link clicked by prospect

Prospect replied

Prospect replied via Calendly

Task created/updated for prospect

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Hit Save after setting up the triggers. This will create a task in Salesforce.