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Getting Started with the Klenty-Pipedrive Integration
Getting Started with the Klenty-Pipedrive Integration

Detailed step by step instruction on getting started with the Klenty-Pipedrive Integration

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

An important part of Klenty is the tight integration with Pipedrive, which helps improve your sales workflow by adding a layer of sales engagement.

While there are a number of ways that the integration will redefine the way you use Pipedrive, here is a quick glance at how to get started with the integration.

Once you sign up for Klenty, you can connect to Pipedrive in a matter of seconds and start reaching out to prospects right away.

Here is a detailed guide on setting up the integration.

To import your Pipedrive contacts to Klenty, you will first need to map the data you will be importing from Pipedrive to Klenty.

Klenty automatically maps the standard fields such as name, email address, company, and phone number of the person in Pipedrive. But you can choose to map any other custom fields that you have in Pipedrive.

There are a couple of ways to import to Klenty from Pipedrive.

a. Set up a People filter to import to Klenty. You can even set this to automatically import new people every 6 hours.

b. Use the Klenty - Pipedrive App extension to select People and Add them to Klenty right from your Pipedrive.

c. Deal stage automation - Using playbooks you will be able to import any new deal added to a particular stage in a specific pipeline.

Setting up Triggers in Klenty helps you get the most of the integration by automatically performing an action in Pipedrive such as creating tasks, persons, deals, and move deal stages in Pipedrive based on activity in Klenty.

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