By Preena and 3 others4 authors11 articles
How do I use the chrome plugin within Pipedrive?Use Klenty's chrome plugin to easily integrate Pipedrive with Klenty
Importing Prospects from PipedriveInstructions on importing Prospects from Pipedrive using filters
Mapping Pipedrive Fields to KlentyImport the fields that are important to running your cadences
Exporting to PipedriveDescription on exporting to Pipedrive from Klenty.
Syncing to Pipedrive with TriggersAutomate your workflow with Triggers. Automatically create deals, people, and activities in Pipedrive.
Pipedrive Users: Automatically Add Prospects from a Deal Stage to a CadenceLink a deal-stage in the pipeline to a Cadence in Klenty to auto-start prospects in the cadence (Growth and Enterprise plans only)
A Guide to Klenty-Pipedrive WorkflowsHow our power users utilise the Klenty-Pipedrive integration
Getting Started with the Klenty-Pipedrive IntegrationDetailed step by step instruction on getting started with the Klenty-Pipedrive Integration
Preventing Klenty Activities from Syncing to Google/Outlook Calendar.Describes how to prevent Klenty activities created in Pipedrive, from syncing to your Calendar
Two-way SyncExplanation on Pipedrive-Klenty two way sync
Connecting your Pipedrive AccountInstruction on connecting Pipedrive Account to Klenty