Connect Dovetail and klenty to Build Intelligent Automations

Choose a Trigger

Dovetail

When this happens...

Choose an Action

klenty

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created

New Insight

New Insight

Prospect Unsubscribe

Prospect Unsubscribe

Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.

Cadence First Reply

Cadence First Reply

Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.

On Bounce

On Bounce

Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.

On Cadence Completed

On Cadence Completed

Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.

Do thisActions

Action is the task that follows automatically within your Dovetail integrations.

Create Note

Create Note

Create Data Point

Create Data Point

Add Data to Project

Add Data to Project

Add Data to Project.

List Tags

List Tags

List of all tags associated with a workspace

List Insights

List Insights

List of insights associated with a workspace.

List Contacts

List Contacts

List of contacts within a workspace.

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Frequently Asked Questions

How do I start an integration between Dovetail and klenty?

To start, connect both your Dovetail and klenty accounts to viaSocket. Once connected, you can set up a workflow where an event in Dovetail triggers actions in klenty (or vice versa).

Can we customize how data from Dovetail is recorded in klenty?

Absolutely. You can customize how Dovetail data is recorded in klenty. This includes choosing which data fields go into which fields of klenty, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Dovetail and klenty?

The data sync between Dovetail and klenty typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Dovetail to klenty?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Dovetail and klenty?

Yes, you can set conditional logic to control the flow of data between Dovetail and klenty. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Dovetail

About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.

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klenty

About klenty

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

Learn More