With Klenty, you can import your prospects and add them to a cadence without lifting a finger with three automation workflows:<\/p>\n\n\n\n
- \n
- List Automation<\/li>\n\n\n\n
- Deal-stage automation<\/li>\n\n\n\n
- Bonus: Google sheets Automation for non-CRM users<\/li>\n<\/ul>\n\n\n\n
List Automation<\/h2>\n\n\n\n
![\"List](\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/05\/linkedin-automation-to-automated-the-workflows-1024x568.webp\")
<\/figure>\n\n\n\nThe List automation playbook on Klenty helps you automatically import new prospects every hour and add prospects that are tagged to the list into a cadence in three simple steps:<\/p>\n\n\n\n
Step 1:<\/strong><\/h3>\n\n\n\n
Simply create a filter or a view to segment the new prospects in your CRM and add them to a list when you import prospects to Klenty.<\/p>\n\n\n\n
Step 2:<\/strong><\/h3>\n\n\n\n
In Klenty, enabled auto-import from the Import History on your prospects page.<\/p>\n\n\n\n
Step 3:<\/strong><\/h3>\n\n\n\n
Lastly, go to playbooks within the Cadence in which you want to add the prospects and use the \u2018Add Prospects to Cadence when added to a list<\/strong>\u2019<\/em> playbook.<\/p>\n\n\n\n
Here\u2019s the step-by-step guide to Automating your workflow through List Automation<\/a><\/p>\n\n\n\n
<\/div>\n\n\n\n![\"deal](\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/06\/deal-stage-automation-1024x568.webp\")
<\/figure>\n\n\n\nDeal Stage Automation<\/h2>\n\n\n\n
Set a cadence<\/a> for every deal stage that your prospects enter and tailor your sales outreach to meet your prospects\u2019 needs.<\/p>\n\n\n\n
If you use a Pipedrive, Salesforce, or Zoho CRM, you can automatically add your prospects to a Cadence when they enter a deal stage on your CRM<\/a> using the Deal Stage Playbook.<\/p>\n\n\n\n
When you mark prospects to another deal stage, Klenty automatically stops the cadence for these prospects. And starts the respective cadence for the new deal stage the prospect has entered.<\/p>\n\n\n\n
Use-case #1: When new deals get assigned to you<\/h3>\n\n\n\n
Waste no time. Reduce your prospect response time and increase your chances of conversion by adding prospects to a cadence as soon as they enter your pipeline.<\/p>\n\n\n\n
Use-case #2: When you want to re-engage cold deals<\/h3>\n\n\n\n
Whether you want to survey the prospects you\u2019ve lost or you want to reconnect to win them back, you can use the Deal Stage Playbook to automatically add these prospects into a cadence and set intervals to reach out to prospects who\u2019ve entered the Lost Deals within your deal stages.<\/p>\n\n\n\n
Here\u2019s the step-by-step guide to Zoho<\/a>, Salesforce<\/a>, and Pipedrive<\/a> Deal Stage Playbooks.<\/p>\n\n\n\n
Bonus: Google sheets Automation for non-CRM users<\/h2>\n\n\n\n
<\/figure>\n\n\n\nEven if you\u2019re a non-CRM user, you can automate your workflow if you use Google Sheets to import prospects into Klenty and automatically add them to a cadence.<\/p>\n\n\n\n
Auto-import your prospects in four simple steps:<\/strong><\/h3>\n\n\n\n
- \n
- Connect your Google Drive account on Klenty<\/li>\n\n\n\n
- Create a google sheet via Klenty and copy your prospect details onto this sheet<\/li>\n\n\n\n
- Add prospects in the sheet to a List<\/li>\n\n\n\n
- Click \u2018Start Import\u2019 to import your prospects. And enable the \u2018Auto-Import\u2019 toggle to automatically import your prospects to Klenty thereafter.<\/li>\n<\/ol>\n\n\n\n