Connect Dovetail and klenty
Integrate Dovetail with klenty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect in Klenty when New Project in Dovetail
Change Status To Do Not Contact in Klenty when New Project in Dovetail
Revert Prospect Status From Do Not Contact in Klenty when New Project in Dovetail
Start Cadence in Klenty when New Project in Dovetail
Stop All Mails to Prospect in Klenty when New Project in Dovetail
Popular Dovetail + klenty flows
Start from a real workflow other teams are already running.
Choose a trigger
Dovetail
When this happens...
New Project
New Insight
Choose an action
klenty
Automatically do this!
Create Prospect
Change Status To Do Not Contact
Revert Prospect Status From Do Not Contact
Start Cadence
Stop All Mails to Prospect
Stop Cadence
Unsubscribe Prospect
Update Prospect
Create Prospect in Klenty when New Project in Dovetail
Use this flowChange Status To Do Not Contact in Klenty when New Project in Dovetail
Use this flowRevert Prospect Status From Do Not Contact in Klenty when New Project in Dovetail
Use this flowStart Cadence in Klenty when New Project in Dovetail
Use this flowStop All Mails to Prospect in Klenty when New Project in Dovetail
Use this flowStop Cadence in Klenty when New Project in Dovetail
Use this flowUnsubscribe Prospect in Klenty when New Project in Dovetail
Use this flowUpdate Prospect in Klenty when New Project in Dovetail
Use this flowCreate Prospect in Klenty when New Insight in Dovetail
Use this flowChange Status To Do Not Contact in Klenty when New Insight in Dovetail
Use this flowSupported Triggers & Actions
Everything you can automate between Dovetail and klenty.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created
New Insight
Prospect Unsubscribe
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
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
Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.
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 Data Point
Add Data to Project
Add Data to Project.
List Tags
List of all tags associated with a workspace
List Insights
List of insights associated with a workspace.
List Contacts
List of contacts within a workspace.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Dovetail and klenty accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Dovetail and klenty as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach klenty. No coding required.
Yes. You can set up a workflow where Dovetail triggers actions in klenty, and a separate workflow where klenty triggers actions in Dovetail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Dovetail and klenty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Dovetail and klenty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
