Klenty simplifies Salesforce activity logging by automating the process through predefined triggers. Also allows you to create Leads in Salesforce automatically.
After connecting your Salesforce account to Klenty, Go to Settings -> CRM Settings -> Salesforce
Click on Triggers section, where you can enable the following options
Email Sent - When an email is sent from Klenty, a closed activity is created in Lead/ Contact
Email Open - When an email is opened by the prospect, a closed activity is created in Lead/ Contact
Link Clicked - When a link is clicked by the prospect, a closed activity is created in Lead/ Contact
Reply - When reply is received from the prospect, a closed activity is created in Lead/ Contact
Reply (First Reply Only) - When a first reply is received from the prospect, a new Lead is created in Salesforce. If the lead is already available, a closed activity is created in the Lead/ Contact
Tasks Created/Updated - When a task is created or updated in Klenty, a open activity is created in the Lead/ Contact
Call Created/Updated - When a call is created or updated in Klenty, a open activity is created in the Lead/ Contact
Unsubscribed - When a prospect unsubscribes from your emails in Klenty, the opt out box in salesforce is checked
Bounced Email - When a prospect email bounces, a closed activity is created in the Lead/ contact
Prospect Note Created/Updated - When a prospect note is created in Klenty, a note is created in Lead/ Contact in Salesforce
Completed Without Reply - When a prospect completes a cadence, a closed activity is created in the Lead/ Contact
Prospect Becomes High Intent - You get to choose between the below options
- Create a Closed Activity for Lead/Contact
- Add a tag to the Lead/Contact
If you are using Schedule IQ, here are a set of exclusive triggers to track activities related to your Meetings
Meeting Booked in Calendar
Meeting Canceled
Drop-off Before Booking Meeting
You can choose between the below options:
Record Activity For Lead/ Contact
Update a Specific Lead/ Contact Field
The above triggers will create activities in your CRM with a common prefix as Email Sent, Email Open, etc. However, if you would like to differentiate the activities created by Klenty and other platforms within your CRM, you can choose to add a Prefix
You will find a Configure option just above the triggers. Select Configure and add a prefix name to your activities
These prefix can be used to create reporting or a dashboard within your Salesforce CRM. You can create conditions with "Activities contains Klenty" and create dashboards of your own.
Note:
Read & Write Permissions for Leads, Contacts, Opportunities & Activities, are required for the activities to be created in your Salesforce CRM
Activities are created only if the Lead/ Contact already exists in your Salesforce CRM and are Synced with Klenty
If the Lead is not available in Salesforce already, you can choose to create them automatically or manually - Read here
