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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
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
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
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