Projekly – Project Management, CRM, HR & Invo + Calendly Integration

Sales teams use Calendly to schedule appointments with leads and customers. When a new invitee is created in Calendly, it's always helpful to create a corresponding client record in Projekly. This will prove to be beneficial in the future as all interactions with that customer can be tracked in one place.
Use this Calendly - Projekly integration to automate the process of creating client in Projekly for every new invitee created in Calendly. Just set it up, and you'll end up saving time on data entry as well.

Have you ever been in a situation where you've had to create an event, but also had to make sure that all the required task and subtasks associated with that invitee are created and completed as well? If your answer is yes, then this integration is for you!

This handy little automation will help keep your events organized in Projekly. Whenever an invitee is created in Calendly, it will create a corresponding task in Projekly. That way, all of your event details will be neatly organized and easily accessible. Happy organizing!