Klenty + PipelineCRM Integration

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PipelineCRM + Klenty Integration

Create Klenty contact for new PipelineDeals person

If you're using PipelineDeals to manage your sales leads, it's important to also use Klenty to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in PipelineDeals, a corresponding contact will automatically be created in Klenty.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Klenty + PipelineCRM Integration
1.
  • Klenty
    Link is clicked in Klenty Instant
  • Klenty
    Email is opened in Klenty Instant
  • Klenty
    Email is bounced in Klenty Instant
  • Klenty
    Reply is received in cadence in Klenty Instant
  • Klenty
    Prospect is sent to webhook in Klenty Instant
  • Klenty
    Cadence is completed in Klenty Instant
  • Klenty
    First reply is received in cadence in Klenty Instant
  • Klenty
    Cadence is started in Klenty Instant
  • Klenty
    Prospect has unsubscribed in Klenty Instant
  • PipelineCRM
    Person is created in PipelineCRM Instant
  • PipelineCRM
    Company is created in PipelineCRM Instant
  • PipelineCRM
    Deal is created in PipelineCRM Instant
  • PipelineCRM
    Deal status is changed in PipelineCRM Instant
  • PipelineCRM
    Deal is moved in PipelineCRM Instant
2.
  • Klenty
    Create prospect in Klenty
  • Klenty
    Update prospect in Klenty
  • Klenty
    Search prospect in Klenty
  • Klenty
    Change prospect status to 'do-not-contact' in Klenty
  • Klenty
    Unsubscribe prospect in Klenty
  • Klenty
    Start cadence in Klenty
  • Klenty
    Stop cadence in Klenty
  • Klenty
    Resume cadence in Klenty
  • Klenty
    Revert prospect status from 'do-not-contact' in Klenty
  • Klenty
    Stop mails to prospect in Klenty
  • PipelineCRM
    Create Deal in PipelineCRM
  • PipelineCRM
    Update Deal in PipelineCRM
  • PipelineCRM
    Create Person in PipelineCRM
  • PipelineCRM
    Update Person in PipelineCRM
  • PipelineCRM
    Create Company in PipelineCRM
  • PipelineCRM
    Update Company in PipelineCRM
  • PipelineCRM
    Search company in PipelineCRM
  • PipelineCRM
    Search deal in PipelineCRM
  • PipelineCRM
    Create Task in PipelineCRM
  • PipelineCRM
    Create Activity (Note) in PipelineCRM
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