Skip to main content
All CollectionsCRM Acceleration
Syncing call results from Klenty to CRM (All CRM's)
Syncing call results from Klenty to CRM (All CRM's)

This article describes how you can log a call results and shows you how it looks in various CRMs.

Ranjit C J avatar
Written by Ranjit C J
Updated over a week ago

Once you save a call, its outcome can be logged, if the status is set as Answered. This can also be done from the Main Calls page > Completed section or from within the Cadence > Calls section.

However, to log the call outcome in your CRM, you would need to toggle on the Call created/updated trigger by heading to Settings > CRM > Triggers.

Now, let's see how the logged outcome looks like in various CRMs:

1. Pipedrive

2. HubSpot

3. Zoho

4. Salesforce

Note: For Salesforce, you would first need to enable a field called Call Result from your Salesforce settings.

For the same, head to Setup > Settings > Security > Field Accessibility > Task > View by Fields > Field = Call Result > Custom: Sales Profile > Editable > Check the box - Visible > Save. PFB a screenshot.

Did this answer your question?