Klenty integration with Agile CRM
How to Create new AgileCRM contacts from prospects in Klenty
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new AgileCRM contacts from prospects in Klenty" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Klenty integrations
Klenty actions
Nekton can use any feature that is available in Klenty API.
Using our advanced AI, you can easily create custom automations for Klenty.
Here are some typical actions you can do in your automated workflows.
Change Status to Do Not Contact
Lets you change Prospect Status to Do Not Contact.
Revert Prospect Status From Do Not Contact
This will allow you to email the prospects again.
Stop All Mails to Prospect
Stops all emails that are scheduled for the Prospect in Klenty.
Unsubscribe Prospect
Unsubscribe prospect from mails.
Update Prospect by Email
Updates an existing prospect in Klenty by email.
Add Prospect
Creates a Prospect in Klenty.
About Klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.