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
- In Klenty, go to Prospects -> Add prospects and under Pipedrive select the filter you want to import.
- After selecting the filter, you can add the prospects to an existing or to a new Tags/Lists and click on Import.
- 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
- In your Klenty account, go to Prospects -> Add prospects.
- Under Salesforce, select the Report you want to import from the drop-down box.
- 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
- In your Klenty account, go to Prospects -> Add Prospects.
- Go to the Freshsales tab and select the Freshsales Filter to be imported from the drop-down.
- 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.
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