Klenty + Salesforce

Klenty + Salesforce integrations

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 this happens...
On Cadence CompletedTriggers when a cadence is completed with no replies received.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with Klenty and Salesforce

Discover other triggers and actions you can use with Klenty and Salesforce

Cadence First Reply
Triggers when a cadence receives it's first reply from any prospect.
Trigger
Instant
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On Click
Triggers when a link is clicked when an email is sent via klenty.
Trigger
Instant
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On Send Prospect
Triggers when you send a Prospect from Klenty to Webhook.
Trigger
Instant
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On Bounce
Triggers when a mail bounces.
Trigger
Instant
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On Unsubscribe
Triggers when a prospect unsubscribes.
Trigger
Instant
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- Prospect Email
  Required
Action
Write
- Prospect Email
  Required
Action
Write

- Prospect Email
  Required
Action
Write
- Prospect Email
  Required
Action
Write
- Ref EmailId
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Company
- Department
- Title
- Company Domain
- Twitter Handle
- Location
- City
- Country
- CompanyEmail
- CompanyPhone
- Account
- LinkedinURL
- List
- Tags
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

On Cadence Completed
Triggers when a cadence is completed with no replies received.
Trigger
Instant
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On Reply
Triggers when a prospect replies to a cadence.
Trigger
Instant
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On Start Cadence
Triggers when a cadence is started in Klenty.
Trigger
Instant
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On Open
Triggers when a mail is opened by the prospect.
Trigger
Instant
Try It
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Company
- Title
- Department
- Company Domain
- Twitter Handle
- Location
- City
- Country
- Account
- CompanyPhone
- CompanyEmail
- LinkedinURL
- List
- Tags
Action
Write
- Prospect Email
  Required
Action
Write
- Cadence Name
  Required
- Prospect Email
  Required
Action
Write
- Prospect Email
  Required
- Cadence Name
Action
Write
- First Name
- Middle Name
- Last Name
- Email
  Required
- Phone
- Company
- Department
- Title
- Company Domain
- Twitter Handle
- Location
- City
- Country
- CompanyEmail
- CompanyPhone
- Account
- LinkedinURL
- List
- Tags
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Klenty

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

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About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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