Note: CRM integration is only available on Pro and Enterprise plans
Klenty has recently introduced native integration with MS Dynamics. With this integration, you can add a layer of email automation to your sales workflow.
The MS Dynamics X Klenty integration will help you:
Import Prospects from Dynamics 365 to Klenty
Add prospects to a cadence and start cadence on importing prospects from your CRM
Map fields from Dynamics 365 to Klenty
Setting up the Klenty - Dynamics integration
In your Klenty account, go to Settings > Integrations > CRM and select Dynamics 365.
Now, you'll need to copy the organization URL from your Dynamics account and paste it here in Klenty.
Note - This URL is unique to each user.
Once you click on confirm, you'll be redirected to your CRM in order to authorize it.
Import and Map Prospect Fields from MS Dynamics to Klenty
Similar to other CRM integrations in Klenty, you'll be able to import your prospects from MS Dynamics for Lead and Contact view.
Before importing your prospects, ensure you're mapping the required prospect fields in Klenty so that, when the prospects are imported, the fields will have the required information in Klenty for the imported prospect.
How can I try this out?
If you are looking forward to trying out the feature on a trial please reach out to Klenty support to get this enabled in your account.