CRM Acceleration

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

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30 articles in this collection
Written by Vengat Krishnaraj, Preena Francis, Bala Sindhuja and 3 others

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.

Written by Ranjit C J
Updated over a week ago

Pipedrive

How do I use the chrome plugin within Pipedrive?

Use Klenty's chrome plugin to easily integrate Pipedrive with Klenty

Written by Reebal Bernadette
Updated over a week ago

Importing Prospects from Pipedrive

Instructions on importing Prospects from Pipedrive using filters

Written by Preena Francis
Updated over a week ago

Mapping Pipedrive Fields to Klenty

Import the fields that are important to running your cadences

Written by Preena Francis
Updated this week

Exporting to Pipedrive

Description on exporting to Pipedrive from Klenty.

Written by Preena Francis
Updated over a week ago

Syncing to Pipedrive with Triggers

Automate your workflow with Triggers. Automatically create deals, people, and activities in Pipedrive.

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)

Written by Bala Sindhuja
Updated over a week ago

A Guide to Klenty-Pipedrive Workflows

How our power users utilise the Klenty-Pipedrive integration

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

Written by Preena Francis
Updated over a week ago

Preventing Klenty Activities from Syncing to Google/Outlook Calendar.

Describes how to prevent Klenty activities created in Pipedrive, from syncing to your Calendar

Written by Ranjit C J
Updated over a week ago

Two-way Sync

Explanation on Pipedrive-Klenty two way sync

Written by Vengat Krishnaraj
Updated over a week ago

Connecting your Pipedrive Account

Instruction on connecting Pipedrive Account to Klenty

Written by Preena Francis
Updated over a week ago

Zoho

How do I use the chrome plugin within Zoho?

Use the plugin to get things done easily in Klenty directly from Zoho

Written by Reebal Bernadette
Updated over a week ago

Syncing to Zoho CRM with triggers

Automated workflows with your Zoho CRM

Written by Preena Francis
Updated over a week ago

Setting-up the Zoho CRM Integration

Step by step instruction on setting up the Zoho CRM integration

Written by Preena Francis
Updated over a week ago

Importing Leads from Zoho CRM

Step by Step instruction on how to import from Zoho CRM to Klenty

Written by Preena Francis
Updated over a week ago

Exporting Contacts to Zoho from Klenty.

Description on pushing Contacts from Klenty to Zoho.

Written by Aishu
Updated over a week ago

Mapping Zoho Fields to Klenty

Written by Aishu
Updated over a week ago

HubSpot

Exporting Contacts to HubSpot from Klenty.

Description on pushing Contacts from Klenty to HubSpot.

Written by Bala Sindhuja
Updated over a week ago

How do I integrate Klenty with HubSpot?

Where to find the options and what you will need.

Written by Preena Francis
Updated over a week ago

Syncing to HubSpot with Triggers

Automate your workflow. Sync prospect engagement data in real time.

Written by Bala Sindhuja
Updated over a week ago

Importing Contacts from HubSpot

Add Contacts from HubSpot to Klenty

Written by Bala Sindhuja
Updated over a week ago

Mapping HubSpot Fields to Klenty

Explanation on importing Contacts along with their properties to Klenty

Written by Bala Sindhuja
Updated over a week ago

Disconnecting HubSpot from Klenty

Explanation on removing Klenty-HubSpot integration.

Written by Bala Sindhuja
Updated over a week ago

How can I use the Chrome plugin with Hubspot?

Step by step instruction to use Klenty within HubSpot using the Chrome Plugin

Written by Reebal Bernadette
Updated over a week ago

Salesforce

Setting-up the Salesforce Integration

Step-by-Step guide for setting up the Salesforce Integration

Written by Preena Francis
Updated over a week ago

Creating Tasks and Leads Automatically in Salesforce

Instruction on creating Tasks and Leads automatically in Salesforce

Written by Preena Francis
Updated over a week ago

Using our Chrome Plugin to access Klenty within Salesforce

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

Written by Preena Francis
Updated over a week ago

Importing Prospects from Salesforce

Instructions on importing from Salesforce to Klenty

Written by Preena Francis
Updated over a week ago

Exporting Prospects to Salesforce

Instruction on exporting prospects to Salesforce

Written by Preena Francis
Updated over a week ago