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CRM Acceleration
CRM Acceleration
Speed up your sales cycle while improving CRM adoption and data integrity
+3
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 over a week ago
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