Import from CRM


1. Pipedrive

Before you begin

·  Make sure that your email account is integrated with Klenty.
·  Verify that you have filters in Pipedrive for the Persons you want to import to Klenty. The filters need to be for Contacts and not Organizations or Deals.

To import

1.      In Klenty, go to Prospects -> Add prospects and under Pipedrive select the filter you want to import.
2.      After selecting the filter, you can add the prospects to an existing or to a new Tags/Lists and click on Import. 
3.      The filter will be displayed under Import History.

Import options

·  Toggle on Auto import to automatically add prospects to Klenty when the Imported filter is updated. Note: We check your Pipedrive filter for updates every 6 hours
·  Click on Import Now to immediately import updates from the filter to Klenty.

2. Salesforce

1.      In your Klenty account, go to Prospects -> Add prospects.
2.      Under Salesforce, select the Report you want to import from the drop-down box.
3.      You can add the prospects to a List or Tag and click on Import.

Import options

·  Toggle on Auto import to automatically add prospects to Klenty when the Imported filter is updated. Note: we check for updates from your Salesforce report every 6 hours.
·  Use the Import Now button to import/update prospects immediately, when needed.

3. Freshsales

Before you begin:

·  Make sure your Freshsales integration is set up. 
·  You should have at least one filter in Freshsales that includes the Leads you want to import to Klenty.

To import prospects from Freshsales

1.      In your Klenty account, go to Prospects -> Add Prospects.
2.      Go to the Freshsales tab and select the Freshsales Filter to be imported from the drop-down.
3.      You can add the prospects to an existing Tag/List or create a new Tag/List and click on Import.

Import options

·  Toggle on Auto import to automatically add prospects to Klenty when the selected filter is updated in Fresh sales. (Note: we check your Fresh sales filter for updates every 30 minutes.)
·  To import leads from this filter immediately, click on Import Now.


Comments

Post a Comment

Popular posts from this blog

Best Clinic to get Coronary Artery Disease Treatment in Waco, TX

Image
What is coronary artery disease? Coronary artery disease (CAD) is a condition in which plaque builds up inside the coronary arteries. These arteries supply oxygen-rich blood to your heart muscle. Plaque is made up of fat, cholesterol, calcium, and other substances found in the blood. Over time, plaque can harden or rupture, leading to a heart attack or stroke. CAD is a common type of heart disease. It is the leading cause of death in the United States for both men and women. CAD can cause angina (chest pain) or a heart attack. A heart attack happens when plaque ruptures and a blood clot forms in the artery, blocking blood flow to the heart muscle. What are the symptoms of coronary artery disease? Coronary artery disease (CAD) is a condition in which the arteries that supply blood to the heart become narrowed and hardened. This can lead to chest pain (angina), shortness of breath, heart attacks, and even death. CAD is a major cause of death in both men and women in the United
Read more

Top Reasons to Use an HTML Gmail Signature Generator for Your Business

Image
Email communication has become an essential part of daily business operations. As such, it's critical to make a good impression with every email you send. One way to achieve this is through a professional email signature. However, creating a polished and professional-looking signature can be time-consuming and frustrating. That's where an HTML GmailSignature Generator comes in. In this article, we'll discuss the benefits of using an HTML Gmail Signature Generator, including how it can save you time and effort, ensure consistent branding, and provide a mobile-friendly, professional look. We'll also introduce Hupport, which we believe is the best HTML Gmail Signature Generator available. Saves Time and Effort Creating an email signature from scratch can be time-consuming and frustrating, especially if you're not familiar with HTML or graphic design. With an HTML Gmail Signature Generator, you can save time and effort by automating the process. All you need to
Read more

Step-by-Step Guide to Creating a Professional Email Signature with a Generator

Image
An email signature is a crucial part of any email you send. It's an opportunity to showcase your professionalism and provide relevant information to the recipient. However, creating a professional email signature can be challenging, especially if you don't have any design skills. Fortunately, with the help of an email signature generator , you can create a professional-looking email signature in no time. In this article, we'll guide you through the steps of creating a professional email signature with a generator. Step 1: Choose an email signature generator There are many email signature generators available in the market, but not all of them are equal. You want to choose an email signature generator that is easy to use, provides customizable templates, and offers professional designs. Hupport is one such email signature generator that ticks all the boxes. Step 2: Enter your information Once you've chosen an email signature generator, the next step is to enter your inf
Read more