CRM Acceleration

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

Vengat Krishnaraj avatar Preena Francis avatar Bala Sindhuja avatar +3
30 articles in this collection
Written by Vengat Krishnaraj, Preena Francis, Bala Sindhuja and 3 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 using filters
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 this week

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 your 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/Outlook 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

Two-way Sync

Explanation on Pipedrive-Klenty two way 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