Connect klenty and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
Prospect Unsubscribe
Cadence First Reply
On Bounce
On Cadence Completed
On Click
On Open
On Reply
On Send Prospect
On Start Cadence
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of klenty and CCH Axcess
Enable Integrations or automations with these events of klenty and CCH Axcess
Triggers
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.
On Click
Triggers when a Klenty email recipient clicks a link, providing recipient, link, and timestamp details.
On Open
Triggered when a recipient opens an email sent from Klenty.
Actions
Create Prospect
Add a new prospect to Klenty using contact and company details, optional list, tags, and owner.
Change Status to Do Not Contact
Mark the prospect's email in Klenty as Do Not Contact to stop further outreach.
Revert Prospect Status From Do Not Contact
Set a prospect's status to Do Not Contact using their email address.
Start an email cadence
Start an email cadence to send personalized emails and automated follow-ups to a contact.
Stop All Mails to Prospect
Stop all scheduled emails and automated follow-ups to the specified prospect using their email address.
Stop cadence
Stop an active cadence for a prospect using their email.
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Frequently Asked Questions
To start, connect both your klenty and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in klenty triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how klenty data is recorded in CCH Axcess. This includes choosing which data fields go into which fields of CCH Axcess, setting up custom formats, and filtering out unwanted information.
The data sync between klenty and CCH Axcess typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between klenty and CCH Axcess. 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.
About klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
Learn MoreAbout CCH Axcess
CCH Axcess is a cloud-based tax and accounting software solution designed to streamline and enhance the efficiency of accounting firms. It offers a comprehensive suite of tools for tax preparation, compliance, and workflow management, enabling professionals to manage their clients' financial data with ease and accuracy. With its integrated platform, CCH Axcess facilitates collaboration, improves productivity, and ensures compliance with the latest tax regulations.
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