Klenty connector

Use your Klenty data for reporting, automation and AI.

Data Panda brings your Klenty cadence, dialer and prospect data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

Data Panda Reporting Automation AI Apps
Klenty logo
About Klenty

Sales engagement priced for the team that still counts every seat.

Klenty was founded in 2015 by Praveen Kumar and Vengat Krishnaraj, with the product team in Chennai and the commercial side in California. It serves over 5,000 sales teams across 45 countries, mostly SMB and mid-market SaaS where the SDR org is between five and fifty seats and Outreach or Salesloft pricing is hard to defend to a CFO. Plans run from a 50 dollar per month Starter to a 99 dollar per user per month Plus tier, with a parallel-dialer add-on at 45 dollar per user per month that can fire up to 350 calls per hour with AI voicemail and IVR detection.

The product covers cadences across email, calls, LinkedIn, SMS and tasks, an account-based selling layer, AI account research that pulls from 150-plus sources, and AI call coaching with live transcription, objection detection and scorecards. CRM integrations land into Salesforce, HubSpot, Pipedrive, Zoho and Microsoft Dynamics. The reason to pull Klenty into a warehouse is that the platform holds the full SDR motion: which cadence step got the reply, which dialer session connected, which prospect is sitting between cadence and CRM. Sitting next to CRM opportunities and invoiced revenue, you can answer which cadence pays back its seat cost, which rep's dialer hour produces booked meetings, and which prospect cohort warrants the parallel-dialer add-on at all.

What your Klenty data is for

What you get once Klenty is connected.

Cadence and dialer to revenue

Cadence steps, parallel-dialer sessions and replies sitting next to CRM outcome and invoiced revenue.

  • Meetings booked per 100 touches, per cadence and per rep
  • Connect rate and meeting yield per parallel-dialer hour
  • Cadence conversion to qualified pipeline and closed-won, per segment

Two-way flow with the rest of the stack

Keep Klenty, the CRM and the calendar stack in step without rekeyed data.

  • Qualified prospect enrichment pushes contacts into the right cadence
  • Closed-won in the CRM retires prospects from active cadences
  • AI call-coaching tags surface on the matching CRM contact and opportunity

AI workflows on the SDR motion

Train AI on which cadence shape and which channel mix closes in your segment.

  • Step-level reply scoring per persona, channel and industry
  • Cadence recommender trained on booked-meeting history
  • Coaching priority from the gap between AI scorecard tags and deal outcome

Custom apps on your engagement data

Internal tools for RevOps, SDR leads and sales managers.

  • RevOps workbench with cadence and dialer performance per segment
  • SDR leaderboard tied to pipeline, not dials
  • Seat-cost view scoring each Klenty seat against the pipeline it sourced
Use cases

Use cases we deliver with Klenty data.

A list of concrete reports, automations and AI features we have built on Klenty data. Pick the one that matches your situation.

Cadence-to-revenueWhich cadence books meetings that become closed deals.
Dialer hour yieldBooked-meeting yield per parallel-dialer hour, per rep.
Channel mixEmail versus call versus LinkedIn versus SMS, tied to pipeline.
Step-level replyReply rate and positive-reply rate per step in the cadence.
Connect rate by hourDialer connect rate by time-of-day, list and rep.
AI scorecard outcomeAI call-coaching scorecard tags matched against closed-won.
Prospect to opportunityConversion from engaged Klenty prospect to CRM opportunity stage.
Seat-cost paybackPipeline sourced per Klenty seat versus the seat's monthly cost.
Cadence fatigueUnsubscribe and bounce trend per cadence and segment.
Account-based coverageTouch coverage on target accounts in account-based cadences.
SDR ramp curveHow new SDRs ramp across their first three quarters on Klenty.
Add-on paybackWhether the parallel-dialer add-on returns its monthly cost in pipeline.
Real business questions

Answers you will finally get.

Does the parallel-dialer add-on pay for itself?

Klenty parallel-dialer session, connect outcome and meeting booked joined to the CRM opportunity that followed. Tells the SDR lead whether the 45 dollar per seat add-on returns its cost in sourced pipeline, or whether the same hour spent on email steps would have produced more booked meetings.

Which cadence books meetings that become closed revenue?

Klenty cadence and step data joined to CRM opportunity and closed-won, not to reply rate. Shows the cadence that books meetings that become pipeline that become paid deals, per segment, per rep and per channel mix.

Are AI call-coaching tags predicting closed deals?

AI scorecard tags, objection-detection flags and talk-track scores from Klenty calls joined to deal outcome. Validates whether the AI scorecard catches the calls that close, or whether it is grading the wrong moments and coaching needs to look elsewhere.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Sales-tooling cost priced per booked meeting and per closed deal, not per seat. Finance can see whether each Klenty Plus seat and each parallel-dialer add-on returns its monthly cost in sourced pipeline, by team and by segment.

For sales leaders

SDR effort scored against meetings booked, pipeline sourced and closed-won, per cadence, per channel and per AI scorecard tag. Coaching stops arguing about dial counts and starts reviewing the step where this rep's cadence loses its reply or where the AI flagged a missed objection.

For operations

Cadence hygiene, dialer connect rate and AI scorecard coverage in one picture. RevOps spots the cadences quietly burning the list, the dialer hours that never connect, and the seats that no longer earn back their monthly bill.

Ideas

What you can automate with Klenty.

Pair with HubSpot

Tie Klenty cadences to HubSpot deals and contacts

Klenty prospect, cadence, dialer-call and meeting data lands on the matching HubSpot contact and deal timeline. Sales leaders review pipeline with the specific cadence step and dialer session that produced each meeting attached to the deal, and closed-won pushes back to retire prospects from active cadences.

Pair with Salesforce

Sync Klenty activity to Salesforce opportunities

Klenty cadence membership, parallel-dialer outcomes and AI call-coaching tags land on the Salesforce account and opportunity. RevOps reports pipeline with the cadence step and call that produced each meeting attached to the deal, without asking SDRs to log the same touch in two tools.

Pair with Gong

Cross-check Klenty AI scorecards with Gong call analysis

Gong call transcripts, talk-listen ratios and objection tags match back to the Klenty cadence step or dialer session that generated the call, alongside Klenty's own AI scorecard tags. Coaching reviews where the two AI engines disagree about the same call, instead of trusting one scorecard in isolation.

Pair with Slack

Route Klenty signals to the right Slack channel

Positive replies, booked meetings and high-intent dialer connects from Klenty post into the right Slack channel, tagged to the prospect owner. SDR leads see the wins as they happen and AEs pick up warm handoffs without refreshing a dashboard.

Data model

Tables we make available.

These are the 2 tables we currently pull from Klenty into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.

  • Cadences
  • Prospect List

Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Klenty data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Klenty to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Klenty connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Is Klenty or the CRM the source of truth for prospects and opportunities?

The CRM stays the system of record. Klenty holds the cadence, the step, the dialer session and the AI scorecard detail that the CRM typically flattens into a single activity log. In the warehouse we reconcile them on prospect and opportunity id so reporting can reference either side without disagreeing about who owns the record.

Do custom fields on prospects and cadences come across?

Yes. Klenty exposes custom fields on prospects, cadence membership and call outcomes through the API and we track them alongside the standard objects. Field-definition changes are surfaced before they break downstream joins, which matters because SDR ops teams reshape these fields often.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Klenty setup and the systems around it. Together we pick the first thing worth building.