Before you begin:

  • Make sure your Salesforce account is connected to Klenty.

  • Create at least one Leads or Contacts report in Salesforce that includes the prospects you want to import to Klenty (the type of Salesforce reports Klenty supports are 'Contacts & Accounts', 'Leads', 'Opportunities' only.

To import from Salesforce:

  1. In your Klenty account and go to Prospects -> click on the + button at the top right -> select Salesforce.

  2. 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.

Import options:

Under Prospects -> Import History, you can view the Salesforce reports you have imported.

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.

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