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Klenty + Salesforce

Create tasks in Salesforce when prospects complete cadence in Klenty

When working across apps, it's easy to lose track of what needs your attention. Use this Zapier integration to create a task for a lead in Salesforce once they complete a cadence in Klenty. Bring your to-do's to the top of your list only when you need them to.

When working across apps, it's easy to lose track of what needs your attention. Use this Zapier integration to create a task for a lead in Salesforce once they complete a cadence in Klenty. Bring your to-do's to the top of your list only when you need them to.

  1. When this happens...
    KlentyKlenty
    On Cadence Completed

    Triggers when a cadence is completed with no replies received.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Klenty triggers, actions, and search

    Cadence First Reply

    Triggers when a cadence receives it's first reply from any prospect.

    Trigger
    Instant
    Try It
  • Klenty triggers, actions, and search

    On Click

    Triggers when a link is clicked when an email is sent via klenty.

    Trigger
    Instant
    Try It
  • Klenty triggers, actions, and search

    On Send Prospect

    Triggers when you send a Prospect from Klenty to Webhook.

    Trigger
    Instant
    Try It
  • Klenty triggers, actions, and search

    On Cadence Completed

    Triggers when a cadence is completed with no replies received.

    Trigger
    Instant
    Try It
  • Klenty triggers, actions, and search

    On Start Cadence

    Triggers when a cadence is started in Klenty.

    Trigger
    Instant
    Try It
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klenty logo

About Klenty

Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.

Related categories

  • Email
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier