{"id":6153,"date":"2024-02-01T09:34:04","date_gmt":"2024-02-01T09:34:04","guid":{"rendered":"https:\/\/www.klenty.com\/blog\/?p=6153"},"modified":"2024-03-07T11:00:43","modified_gmt":"2024-03-07T11:00:43","slug":"klenty-zohocrm-workflows-to-increase-sales-productivity","status":"publish","type":"post","link":"https:\/\/www.klenty.com\/blog\/klenty-zohocrm-workflows-to-increase-sales-productivity\/","title":{"rendered":"6 Klenty+Zoho Workflows To Increase Your Sales Productivity"},"content":{"rendered":"\n<p>For sales teams, CRM is the most important tool in the sales tech stack and Zoho is a great CRM to manage leads and close more deals. It is a good system of record that you can use to store all lead information and manage your sales pipeline.<\/p>\n\n\n\n<p>But to move the leads down the pipeline, reps need to perform personalized outreach activities like follow-ups, calls, and other tasks. Most often reps end up following a non-standardized approach to executing sales activities, which leads to a lot of prospects slipping through the cracks.<\/p>\n\n\n\n<p>What reps need is a system of action that will execute follow-ups in a systematic manner to convert more opportunities. They need a <a href=\"https:\/\/www.klenty.com\/blog\/sales-engagement-platform\/\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/blog.klenty.com\/sales-engagement-platform\/?utm_source=blog&amp;utm_medium=klenty-zohocrm-workflows-to-increase-sales-productivity\" rel=\"noreferrer noopener\">Sales Engagement Platform<\/a>.<\/p>\n\n\n\n<p>And Klenty is the best sales engagement platform built for Zoho CRM.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"why-is-klenty-the-best-sales-engagement-platform-for-zoho-crm\"><strong>Why Is Klenty the Best Sales Engagement Platform for Zoho CRM?<\/strong><\/h2>\n\n\n\n<p>Klenty is the #1 Sales Engagement Platform that has the best native integration with Zoho CRM.<\/p>\n\n\n\n<p>Klenty+Zoho CRM native integration offers a lot of features that will automate your sales workflows and improve your sales productivity by eliminating all manual CRM data entry work.<\/p>\n\n\n\n<p>Klenty+Zoho integration features include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Auto-import<\/strong> &#8211; Automatically add leads entering Zoho CRM to Klenty cadences every 1 hour<\/li>\n\n\n\n<li><strong>Bi-directional Sync<\/strong> &#8211; Keep all data in both Zoho CRM and Klenty in sync always<\/li>\n\n\n\n<li><strong>Triggers and Actions<\/strong> &#8211; Automatically create actions in Zoho CRM like creating a lead or an activity based on triggers in Klenty like email opens, clicks, calls attended, etc.<\/li>\n\n\n\n<li><strong>Zoho Widget<\/strong> &#8211; This allows you to add leads to cadences and start\/stop cadences from within the Zoho CRM<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"6-zoho-crm-workflows-you-can-automate-with-klenty-zoho\"><strong>6 Zoho CRM Workflows You Can Automate With Klenty+Zoho<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"import-new-leads-entering-zoho-crm-to-klenty-cadences-automatically\">1. Import New Leads Entering Zoho CRM to Klenty Cadences Automatically<\/h3>\n\n\n\n<p>For reps to book more opportunities, it is important to reach out to the leads as soon as they enter the pipeline. Increasing the speed at which you contact the lead can improve your opportunities booked by 5x.<\/p>\n\n\n\n<p>But, to keep track of leads and then add each and every one of them to <a href=\"https:\/\/www.klenty.com\/blog\/sales-cadence\/\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/blog.klenty.com\/sales-cadence\/?utm_source=blog&amp;utm_medium=klenty-zohocrm-workflows-to-increase-sales-productivity\" rel=\"noreferrer noopener\">cadences<\/a> manually is impossible.<\/p>\n\n\n\n<p>But when you integrate Zoho CRM to Klenty, you can semi-automate or completely automate this workflow.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">a. Fully-Automated<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"249\" height=\"588\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Creating-a-view-in-Zoho-CRM-with-all-the-leads-you-want-to-import.webp\" alt=\"Creating a view in Zoho CRM with all the leads you want to import.\" class=\"wp-image-19087\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Creating-a-view-in-Zoho-CRM-with-all-the-leads-you-want-to-import.webp 249w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Creating-a-view-in-Zoho-CRM-with-all-the-leads-you-want-to-import-127x300.webp 127w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Creating-a-view-in-Zoho-CRM-with-all-the-leads-you-want-to-import-195x460.webp 195w\" sizes=\"auto, (max-width: 249px) 100vw, 249px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"has-text-align-center\"><em>Create a View in Zoho CRM with all the leads you want to import<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"562\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/selecting-the-list-you-want-to-import.webp\" alt=\"Selecting the list you want to import\" class=\"wp-image-19088\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/selecting-the-list-you-want-to-import.webp 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/selecting-the-list-you-want-to-import-300x165.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/selecting-the-list-you-want-to-import-768x422.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/selecting-the-list-you-want-to-import-755x414.webp 755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><em>While importing leads into Klenty, select the list you want to import.<\/em><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"491\" height=\"532\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/assigning-your-prospect-owner-based-on-the-lead-owner-in-the-Zoho-CRM.webp\" alt=\"Assigning your prospect owner based on the lead owner in the Zoho CRM\" class=\"wp-image-19089\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/assigning-your-prospect-owner-based-on-the-lead-owner-in-the-Zoho-CRM.webp 491w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/assigning-your-prospect-owner-based-on-the-lead-owner-in-the-Zoho-CRM-277x300.webp 277w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/assigning-your-prospect-owner-based-on-the-lead-owner-in-the-Zoho-CRM-425x460.webp 425w\" sizes=\"auto, (max-width: 491px) 100vw, 491px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"has-text-align-center\"><em>Assign your prospect owner based on the lead owner in Zoho CRM.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"358\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Toggling-on-Auto-import-to-import-new-leads-every-one-hour.webp\" alt=\"Toggle on Auto-import to import new leads every 1 hour\" class=\"wp-image-19090\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Toggling-on-Auto-import-to-import-new-leads-every-one-hour.webp 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Toggling-on-Auto-import-to-import-new-leads-every-one-hour-300x105.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Toggling-on-Auto-import-to-import-new-leads-every-one-hour-768x269.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Toggling-on-Auto-import-to-import-new-leads-every-one-hour-755x264.webp 755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><em>Toggle on Auto-import to import new leads every 1 hour<\/em><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"268\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Select-this-Playbook-in-Klentys-cadence-to-automatically-add-leads-to-the-list.webp\" alt=\"In cadence, select this playbook to automatically add leads to the list.\" class=\"wp-image-19091\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Select-this-Playbook-in-Klentys-cadence-to-automatically-add-leads-to-the-list.webp 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Select-this-Playbook-in-Klentys-cadence-to-automatically-add-leads-to-the-list-300x79.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Select-this-Playbook-in-Klentys-cadence-to-automatically-add-leads-to-the-list-768x201.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Select-this-Playbook-in-Klentys-cadence-to-automatically-add-leads-to-the-list-755x198.webp 755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"has-text-align-center\"><em>In cadence, select this playbook to automatically add leads to the list.<\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">b. Semi-Automated<\/h4>\n\n\n\n<p>If you want to manually add certain leads from Zoho CRM to Klenty after confirmation, you can use the Native Widget.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"428\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Use-Klentys-Native-Widget-to-manually-add-certain-leads-from-Zoho-CRM..webp\" alt=\"Use-Klenty's-Native-Widget-to-manually-add-certain-leads-from-Zoho-CRM.\" class=\"wp-image-6159\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Use-Klentys-Native-Widget-to-manually-add-certain-leads-from-Zoho-CRM..webp 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Use-Klentys-Native-Widget-to-manually-add-certain-leads-from-Zoho-CRM.-300x125.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Use-Klentys-Native-Widget-to-manually-add-certain-leads-from-Zoho-CRM.-768x321.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Use-Klentys-Native-Widget-to-manually-add-certain-leads-from-Zoho-CRM.-755x316.webp 755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Klenty\u2019s Native Widget allows you to operate out of Zoho CRM. You can add leads to Klenty or a Klenty cadence directly from Zoho CRM. (This plugin is currently under review in Zoho Marketplace. Reach out to <a href=\"mailto:support@klenty.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">support@klenty.com<\/a> to enable this immediately.)<\/p>\n\n\n\n<p>Or, you can also install Klenty\u2019s Zoho Plugin from the <a href=\"https:\/\/chrome.google.com\/webstore\/detail\/klenty-email-outreach-tra\/dcobodbibhecmhnamioljhlnaeoimbcd\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Chrome webstore<\/a>. Using this, you can directly push leads into cadences.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"315\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Klentys-Zoho-Plugin-helps-in-detecting-the-leads-that-are-not-found-in-Klenty.-.webp\" alt=\"Klenty's Zoho Plugin helps in detecting the leads that are not found in Klenty\" class=\"wp-image-19093\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Klentys-Zoho-Plugin-helps-in-detecting-the-leads-that-are-not-found-in-Klenty.-.webp 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Klentys-Zoho-Plugin-helps-in-detecting-the-leads-that-are-not-found-in-Klenty.--300x92.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Klentys-Zoho-Plugin-helps-in-detecting-the-leads-that-are-not-found-in-Klenty.--768x236.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Klentys-Zoho-Plugin-helps-in-detecting-the-leads-that-are-not-found-in-Klenty.--755x232.webp 755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"has-text-align-center\"><em>Klenty\u2019s Zoho Plugin detects leads that are not present in Klenty. Once you click on the \u201cPush\u201d icon, leads will be added to Klenty or Klenty cadences directly.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"send-emails-using-klenty-from-the-corresponding-zoho-lead-owner-s-email-id\">2. Send Emails Using Klenty From the Corresponding Zoho Lead Owner\u2019s Email ID<\/h3>\n\n\n\n<p>Sometimes sales teams may use a single sequence for outreach. But, individual reps may want to reach out to their list of leads using their own email ID. Each rep sending emails manually to their list of leads is impossible and time-consuming.<\/p>\n\n\n\n<p>With Klenty+Zoho, you can automate this process.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"560\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Emails-can-be-sent-from-the-owner-of-the-prospect-by-changing-the-Assign-to-to-Prospect-Owner-under-the-step-settings.-.webp\" alt=\"send emails from the lead owner based on the contact owner in Zoho\" class=\"wp-image-19096\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Emails-can-be-sent-from-the-owner-of-the-prospect-by-changing-the-Assign-to-to-Prospect-Owner-under-the-step-settings.-.webp 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Emails-can-be-sent-from-the-owner-of-the-prospect-by-changing-the-Assign-to-to-Prospect-Owner-under-the-step-settings.--300x164.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Emails-can-be-sent-from-the-owner-of-the-prospect-by-changing-the-Assign-to-to-Prospect-Owner-under-the-step-settings.--768x420.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Emails-can-be-sent-from-the-owner-of-the-prospect-by-changing-the-Assign-to-to-Prospect-Owner-under-the-step-settings.--755x413.webp 755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"has-text-align-center\"><em>While setting up a cadence, you have the option to send emails from the prospect owner\u2019s ID. Klenty will automatically send emails from the lead owner based on the contact owner in Zoho.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"561\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Emails-can-be-sent-from-the-owner-of-the-prospect-by-changing-the-Assign-to-to-Prospect-Owner-under-the-step-settings.webp\" alt=\"Send emails as Prospect Owner Change &quot;Assign To&quot;\" class=\"wp-image-19101\" title=\"\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Emails-can-be-sent-from-the-owner-of-the-prospect-by-changing-the-Assign-to-to-Prospect-Owner-under-the-step-settings.webp 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Emails-can-be-sent-from-the-owner-of-the-prospect-by-changing-the-Assign-to-to-Prospect-Owner-under-the-step-settings-300x164.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Emails-can-be-sent-from-the-owner-of-the-prospect-by-changing-the-Assign-to-to-Prospect-Owner-under-the-step-settings-768x421.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Emails-can-be-sent-from-the-owner-of-the-prospect-by-changing-the-Assign-to-to-Prospect-Owner-under-the-step-settings-755x414.webp 755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><em>In step settings, select &#8220;Prospect Owner&#8221; under &#8220;Assign to&#8221;.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"create-leads-in-zoho-based-on-engagement-in-klenty\">3. Create Leads in Zoho Based on Engagement in Klenty<\/h3>\n\n\n\n<p>When reps reach out to a list of leads through a sales sequence, there will be some engagement from prospects that indicate that they are interested.<\/p>\n\n\n\n<p>But, segregating and sending them to Zoho CRM manually is difficult as reps may not remember all the leads &#8211; which eventually means leads will slip through the cracks.<\/p>\n\n\n\n<p>With Klenty, you can automatically create leads in Zoho CRM. You\u2019ll be able to create tasks for them as well. This way, you\u2019ll maintain a record of all lead activities in your Zoho CRM.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"951\" height=\"524\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Under-the-Trigger-in-the-CRM-settings-toggling-on-Reply-first-reply-only-would-create-a-new-lead-in-Zoho-automatically..webp\" alt=\"Zoho Reply Triggers Lead (1st reply only)\" class=\"wp-image-6163\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Under-the-Trigger-in-the-CRM-settings-toggling-on-Reply-first-reply-only-would-create-a-new-lead-in-Zoho-automatically..webp 951w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Under-the-Trigger-in-the-CRM-settings-toggling-on-Reply-first-reply-only-would-create-a-new-lead-in-Zoho-automatically.-300x165.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Under-the-Trigger-in-the-CRM-settings-toggling-on-Reply-first-reply-only-would-create-a-new-lead-in-Zoho-automatically.-768x423.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Under-the-Trigger-in-the-CRM-settings-toggling-on-Reply-first-reply-only-would-create-a-new-lead-in-Zoho-automatically.-755x416.webp 755w\" sizes=\"auto, (max-width: 951px) 100vw, 951px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"has-text-align-center\"><em>Under Triggers and Actions in the CRM Settings, if you toggle on \u201cReply (first reply only)\u201d, a new lead will be created in Zoho automatically.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"set-email-opt-out-to-true-in-zoho-if-a-lead-unsubscribes-to-your-outreach-in-klenty\">4. Set Email Opt-Out To True in Zoho if a Lead Unsubscribes to Your Outreach in Klenty<\/h3>\n\n\n\n<p>When reps run sales sequences to a list of leads, some of them may not be interested. So, leads unsubscribe or opt out of receiving further emails.<\/p>\n\n\n\n<p>In order to not bother such leads anymore, reps have to physically weed out leads who are uninterested and mark Email Opt-out as true in Zoho CRM.<\/p>\n\n\n\n<p>But, you can automate this process in Klenty.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"562\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Set-email-out-opts-for-all-the-leads-who-have-unsubscribed-to-immediately-stop-the-cadence-and-prevent-communication.-.webp\" alt=\"Unsubscribes Stop Emails &amp; Update Opt-Out\" class=\"wp-image-19103\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Set-email-out-opts-for-all-the-leads-who-have-unsubscribed-to-immediately-stop-the-cadence-and-prevent-communication.-.webp 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Set-email-out-opts-for-all-the-leads-who-have-unsubscribed-to-immediately-stop-the-cadence-and-prevent-communication.--300x165.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Set-email-out-opts-for-all-the-leads-who-have-unsubscribed-to-immediately-stop-the-cadence-and-prevent-communication.--768x422.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Set-email-out-opts-for-all-the-leads-who-have-unsubscribed-to-immediately-stop-the-cadence-and-prevent-communication.--755x414.webp 755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"has-text-align-center\"><em>After this is set, Email Opt Out is set to true for all leads who might have unsubscribed, automatically. Klenty immediately stops the cadence and prevents any further communication.<\/em><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"560\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Email-Opt-out-is-set-to-true-in-Zoho-.webp\" alt=\"Email-Opt-out-is-set-to-true-in-Zoho\" class=\"wp-image-6165\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Email-Opt-out-is-set-to-true-in-Zoho-.webp 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Email-Opt-out-is-set-to-true-in-Zoho--300x164.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Email-Opt-out-is-set-to-true-in-Zoho--768x420.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2023\/08\/Email-Opt-out-is-set-to-true-in-Zoho--755x413.webp 755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"has-text-align-center\"><em>Email Opt-out is set to true in Zoho CRM. <\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"execute-tasks-created-in-zoho-from-klenty\">5. Execute Tasks Created in Zoho From Klenty<\/h3>\n\n\n\n<p>CRM is a place where you record all lead activities or tasks. However, some tasks require reps to operate out of the CRM.<\/p>\n\n\n\n<p>For example: if a rep creates a call task, they would have to use another platform to make the call.<\/p>\n\n\n\n<p>Klenty allows you to import all tasks created in Zoho CRM. So, you can complete CRM tasks directly from Klenty.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"560\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Sync-all-tasks-from-Zoho-to-Klenty-in-CRM-settings.webp\" alt=\"sync Zoho tasks to Klenty, simply toggle on these buttons in CRM settings\" class=\"wp-image-19104\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Sync-all-tasks-from-Zoho-to-Klenty-in-CRM-settings.webp 1024w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Sync-all-tasks-from-Zoho-to-Klenty-in-CRM-settings-300x164.webp 300w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Sync-all-tasks-from-Zoho-to-Klenty-in-CRM-settings-768x420.webp 768w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Sync-all-tasks-from-Zoho-to-Klenty-in-CRM-settings-755x413.webp 755w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><em>To sync Zoho tasks to Klenty, simply toggle on these buttons in CRM settings.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sync-all-sales-engagement-activities-in-klenty-to-zoho-crm\">6. Sync All Sales Engagement Activities in Klenty to Zoho CRM<\/h3>\n\n\n\n<p>Reps spend hours every day manually updating the CRM with all sales activities. This is valuable time that could otherwise be used to research leads or strategize their sales process.<\/p>\n\n\n\n<p>Klenty automatically syncs all engagement details to Zoho CRM. So, you can focus on selling.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"703\" height=\"385\" src=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Under-CRM-settings-using-triggers-all-sales-engagement-activities-in-Klenty-can-be-synced-to-Zoho.-1-1.webp\" alt=\"CRM Triggers Sync Klenty Actions to Zoho\" class=\"wp-image-19105\" srcset=\"https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Under-CRM-settings-using-triggers-all-sales-engagement-activities-in-Klenty-can-be-synced-to-Zoho.-1-1.webp 703w, https:\/\/www.klenty.com\/blog\/wp-content\/uploads\/2024\/02\/Under-CRM-settings-using-triggers-all-sales-engagement-activities-in-Klenty-can-be-synced-to-Zoho.-1-1-300x164.webp 300w\" sizes=\"auto, (max-width: 703px) 100vw, 703px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"has-text-align-center\"><em>Using Triggers and Actions under CRM settings, you\u2019ll be able to sync all engagement details back to Zoho CRM.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Conclusion<\/strong><\/h2>\n\n\n\n<p>A system of data and a system of action together form your complete sales stack.<\/p>\n\n\n\n<p>Klenty is the #1 Sales Engagement Platform that has an end-to-end <a href=\"https:\/\/www.klenty.com\/crm-acceleration\/zohocrm\/?utm_source=blog&amp;utm_medium=klenty-zohocrm-workflows-to-increase-sales-productivity\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/www.klenty.com\/crm-acceleration\/zohocrm\/?ref=navbar?utm_source=blog&amp;utm_medium=klenty-zohocrm-workflows-to-increase-sales-productivity\" rel=\"noreferrer noopener\">Zoho CRM integration.<\/a> You can automate all processes, from importing leads directly to cadences to syncing all lead engagement activities to Zoho CRM.<\/p>\n\n\n\n<p>Try Klenty today!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>For sales teams, CRM is the most important tool in the sales tech stack and Zoho is a great CRM to manage leads and close more deals. It is a good system of record that you can use to store all lead information and manage your sales pipeline. But to move the leads down the [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"rank_math_title":"6 Klenty+Zoho Workflows To Increase Your Sales Productivity","rank_math_description":"With Klenty+Zoho CRM integration, you can automate your workflows. Cut down time spent on manual tasks, increase your sales productivity","footnotes":""},"categories":[9],"tags":[],"class_list":["post-6153","post","type-post","status-publish","format-standard","hentry","category-sales-development"],"_links":{"self":[{"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/posts\/6153","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/comments?post=6153"}],"version-history":[{"count":9,"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/posts\/6153\/revisions"}],"predecessor-version":[{"id":23190,"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/posts\/6153\/revisions\/23190"}],"wp:attachment":[{"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/media?parent=6153"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/categories?post=6153"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.klenty.com\/blog\/wp-json\/wp\/v2\/tags?post=6153"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}