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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

Getting Started with the Klenty-Pipedrive Integration

Two-way Sync

Preventing Klenty Activities from Syncing to Google/Outlook Calendar.

How do I use the chrome plugin within Pipedrive?

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

Exporting to Pipedrive

How to make Calls from Pipedrive using Klenty Plugin

Importing Prospects from Pipedrive

Mapping Pipedrive Fields to Klenty

Connecting your Pipedrive Account

A Guide to Klenty-Pipedrive Workflows

Syncing to Pipedrive with Triggers

HubSpot

How can I use the Chrome plugin with Hubspot?

Mapping HubSpot Fields to Klenty

Exporting Contacts to HubSpot from Klenty.

Syncing to HubSpot with Triggers

How to Make Calls from HubSpot Using the Klenty Plugin

Disconnecting HubSpot from Klenty

Importing Contacts from HubSpot

How do I integrate Klenty with HubSpot?

Zoho

Mapping Zoho Fields to Klenty

Exporting Contacts to Zoho from Klenty.

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

Importing Leads from Zoho CRM

How do I use the chrome plugin within Zoho?

Syncing to Zoho CRM with triggers

Importing Accounts from Zoho CRM to Klenty

How to make calls from Zoho using the Klenty plugin

Setting up the Zoho CRM Integration

Salesforce

Creating a Lead in Salesforce CRM using Klenty Triggers

Setting-up the Salesforce Integration

How to Make Calls from Salesforce Using the Klenty Plugin.

Mapping Salesforce Fields to Klenty

Using our Chrome Plugin to access Klenty within Salesforce

Importing Prospects from Salesforce

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

Creating & Logging Activities to Salesforce CRM