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Using our Chrome Plugin to access Klenty within Salesforce
Using our Chrome Plugin to access Klenty within Salesforce

Step by step instruction to use Klenty within Salesforce with the Chrome Plugin

Preena Francis avatar
Written by Preena Francis
Updated over 3 years ago

  1. In your Salesforce account, go to Leads, select a view, and hit Go. 

  2. Click on Klenty chrome extension and log in using Klenty credentials.

  3. Now you will see the list of prospects from the Salesforce leads page in the extension tab.

You can perform the following actions using the extension.

  • Push to Klenty – add a lead from Salesforce to Klenty

  • Start/stop a cadence

  • Send a one-off email

  • Create a task

The plugin works in the classic as well as the Lightening version.

Salesforce classic:

Salesforce Lightning:

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