Salesforce
Setting-up the Salesforce IntegrationStep-by-Step guide for setting up the Salesforce Integration
Mapping Salesforce Fields to Klenty
Importing Prospects from SalesforceInstructions on importing from Salesforce to Klenty
Creating a Lead in Salesforce CRM using Klenty TriggersManual and Automated steps to create a Lead in Salesforce and FAQs
Creating & Logging Activities to Salesforce CRMAutomatically create and log activities to your CRM based on predefined triggers
Using our Chrome Plugin to access Klenty within SalesforceStep by step instruction to use Klenty within Salesforce with the Chrome Plugin
Salesforce Deal Stage Playbook: 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)
How to Make Calls from Salesforce Using the Klenty Plugin.Use Klenty's chrome plugin to easily integrate Salesforce with Klenty to make calls.