Klenty integration
Sales engagement platform for managing prospects and adding them to outreach cadences. Use Klenty from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 5 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Klenty
Create Prospect - AndAdd Prospect to Campaign
Zoft + Klenty
What Zoft can do with Klenty.
- 01Voice agentsA phone agent can use Klenty actions such as Create Prospect and Add Prospect to Campaign during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Klenty while it talks to the customer.
- 03WorkflowsUse Klenty as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Klenty actions on its own, and ask for your approval before it sends or changes anything important.
Actions 5
Things Zoft can do in Klenty.
- Get Prospect by EmailFind a prospect by email address in Klenty.
- Create ProspectCreate a new prospect in Klenty.
- Custom API CallMake a custom API call to a specific endpoint
- Update ProspectUpdate an existing prospect in Klenty by email address.
- Add Prospect to CampaignAdd a prospect to a Klenty campaign/cadence using the startcadence endpoint.
Setup
Connect Klenty in three steps.
- 01ConnectChoose Klenty in Connections and enter the account details Klenty asks for, such as a store name or token.
- 02Put it to workAdd Klenty as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Klenty on Zoft, answered.
What can Zoft do with Klenty?
Zoft supports 5 actions for Klenty. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Klenty to Zoft?
Choose Klenty in Connections and enter the account details Klenty asks for, such as a store name or token.
Can a voice agent or chat agent use Klenty?
Yes. Once Klenty is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Klenty without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.