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CRM Acceleration | Klenty Support

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CRM Acceleration

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

Syncing call results from Klenty to CRM (All CRM's)

Connecting your MS Dynamics Account

Pipedrive

Two-way Sync

Syncing to Pipedrive with Triggers

Exporting to Pipedrive

Connecting your Pipedrive Account

A Guide to Klenty-Pipedrive Workflows

Pipedrive Users: Automatically Add Prospects from a Deal Stage to a Cadence

Importing Prospects from Pipedrive

Getting Started with the Klenty-Pipedrive Integration

How do I use the chrome plugin within Pipedrive?

How to make Calls from Pipedrive using Klenty Plugin

Preventing Klenty Activities from Syncing to Google/Outlook Calendar.

Mapping Pipedrive Fields to Klenty

HubSpot

How do I integrate Klenty with HubSpot?

Syncing to HubSpot with Triggers

Disconnecting HubSpot from Klenty

How to Make Calls from HubSpot Using the Klenty Plugin

How can I use the Chrome plugin with Hubspot?

Importing Contacts from HubSpot

Exporting Contacts to HubSpot from Klenty.

Mapping HubSpot Fields to Klenty

Zoho

Zoho Deal Stage Playbook: Automatically Add Prospects from a Deal Stage to a Cadence

Exporting Contacts to Zoho from Klenty.

How do I use the chrome plugin within Zoho?

Importing Accounts from Zoho CRM to Klenty

How to make calls from Zoho using the Klenty plugin

Setting up the Zoho CRM Integration

Mapping Zoho Fields to Klenty

Importing Leads from Zoho CRM

Syncing to Zoho CRM with triggers

Salesforce

Salesforce Deal Stage Playbook: Automatically Add Prospects from a Deal Stage to a Cadence

Using our Chrome Plugin to access Klenty within Salesforce

Creating & Logging Activities to Salesforce CRM

How to Make Calls from Salesforce Using the Klenty Plugin.

Importing Prospects from Salesforce

Creating a Lead in Salesforce CRM using Klenty Triggers

Setting-up the Salesforce Integration

Mapping Salesforce Fields to Klenty