Advice and answers from the Klenty Team

Search results for:pipedrive

Exporting to Pipedrive

Description on exporting to Pipedrive from Klenty… Export prospects from Klenty to Pipedrive in two simple steps… Click on the 3 dot icon and select Create a Person in Pipedrive

Importing Prospects from Pipedrive

Instructions on importing Prospects from Pipedrive using filters… With our App extension for Pipedrive, you can directly add People to Klenty from within Pipedrive:… Import Contacts from within Pipedrive

Connecting your Pipedrive Account

Instruction on connecting Pipedrive Account to Klenty… Klenty has a native integration with Pipedrive that adds a layer of email automation to your sales workflow… The integration will help you: Import from Pipedrive to Klenty and vice versa Add prospects

Syncing to Pipedrive with Triggers

Automate your workflow with Triggers. Automatically create deals, people, and activities in Pipedrive… A Guide to Klenty-Pipedrive Workflows Mapping Pipedrive Fields to Klenty… Use Triggers to automatically create tasks, persons, deals, and move deal stages in Pipedrive based on

Syncing Call Transcript to Pipedrive

Steps to connect Pipedrive to Call IQ and sync your meeting transcripts… Steps to connect Pipedrive with Call IQ:… With Klenty’s Call-IQ, you can quickly and easily sync your call transcripts from Klenty to your Pipedrive

Two-way Sync

Explanation on Pipedrive-Klenty two way sync… The Pipedrive-Klenty integration allows you to create advanced automation workflows and eliminate manual… The two-way sync is an extension of that: With this, you can keep your contacts in sync between Pipedrive

Mapping Pipedrive Fields to Klenty

To map Pipedrive fields into Klenty, go to Settings -> CRM -> Pipedrive… What more can be synced with Pipedrive?… You can map prospect fields under Person, Deal, and Organization from Pipedrive to Klenty

A Guide to Klenty-Pipedrive Workflows

How our power users utilise the Klenty-Pipedrive integration… There are two workflows that are popular among our users when it comes to the Klenty-Pipedrive integration… Here’s how you can set up an end-to-end automation workflow: Step 1: Create a filter in Pipedrive

Getting Started with the Klenty-Pipedrive Integration

Detailed step by step instruction on getting started with the Klenty-Pipedrive Integration… Use the Klenty - Pipedrive App extension to select People and Add them to Klenty right from your Pipedrive… Connecting Pipedrive to Klenty

How do I use the chrome plugin within Pipedrive?

Use Klenty's chrome plugin to easily integrate Pipedrive with Klenty… You can find it in the Chrome Webstore here (Note: make sure that the Pipedrive account which you… are logged into is connected to your Klenty account) Head to the Contacts section within your Pipedrive