CRM Acceleration

Speed up your sales cycle while improving CRM adoption and data integrity

Vengat Krishnaraj avatar Preena Francis avatar Bala Sindhuja avatar +2
26 articles in this collection
Written by Vengat Krishnaraj, Preena Francis, Bala Sindhuja and 2 others
Pipedrive

How do I use the chrome plugin within Pipedrive?

Use Klenty's chrome plugin to easily integrate Pipedrive with Klenty
Reebal Bernadette avatar
Written by Reebal Bernadette
Updated over a week ago

Importing Prospects from Pipedrive

Instructions on importing Prospects from Pipedrive
Preena Francis avatar
Written by Preena Francis
Updated over a week ago

Mapping Pipedrive Fields to Klenty

Import the fields that are important to running your cadences
Preena Francis avatar
Written by Preena Francis
Updated over a week ago

Exporting to Pipedrive

Description on exporting to Pipedrive from Klenty.
Preena Francis avatar
Written by Preena Francis
Updated over a week ago

Syncing to Pipedrive with Triggers

Automate you workflow with Triggers. Automatically create deals, people, and activities in Pipedrive.
Preena Francis avatar
Written by Preena Francis
Updated over a week ago

Pipedrive Users: Automatically Add Prospects from a Deal Stage to a Cadence

Link a deal-stage in the pipeline to a Cadence in Klenty to auto-start prospects in the cadence (Growth and Enterprise plans only)
Bala Sindhuja avatar
Written by Bala Sindhuja
Updated over a week ago

A Guide to Klenty-Pipedrive Workflows

How our power users utilise the Klenty-Pipedrive integration
Preena Francis avatar
Written by Preena Francis
Updated over a week ago

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

Preventing Klenty Activities from Syncing to Google Calendar.

Describes how to prevent Klenty activities created in Pipedrive, from syncing to your Calendar
Ranjit C J avatar
Written by Ranjit C J
Updated over a week ago

Bi-Directional Sync

Explanation on Pipedrive-Klenty bi-directional sync
Vengat Krishnaraj avatar
Written by Vengat Krishnaraj
Updated over a week ago

Connecting your Pipedrive Account

Instruction on connecting Pipedrive Account to Klenty
Preena Francis avatar
Written by Preena Francis
Updated over a week ago