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Setting-up the Salesforce Integration
Setting-up the Salesforce Integration

Step-by-Step guide for setting up the Salesforce Integration

Preena Francis avatar
Written by Preena Francis
Updated over a week ago

To integrate Salesforce with Klenty API access is required, if you have Enterprise and higher edition plans in Salesforce you can integrate with Klenty.

Klenty’s native integration with Salesforce allows you to

  • Import or Export prospects

  • Start, Stop or Resume cadence right from inside Salesforce using the Chrome extension

  • Track emails sent, opens, clicks, and replies.

To set up the integration

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

  2. Click on Salesforce and you’ll be redirected to Salesforce login page.

  3. Login to your Salesforce account and you’ll be redirected back to Klenty once the integration is successful.

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