Sympla
Projekly – Project Management, CRM, HR & Invo

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

Connect Sympla with Projekly – Project Management, CRM, HR & Invo in a few clicks

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

Create Projekly client from new Sympla attendee

Creating an event in Sympla is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the attendees of your event?

The answer is simple. You use this Sympla - Projekly integration to create a new client in Projekly for each person who registers for your event through Sympla. This will help you stay organized and easily keep track of your attendees' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
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Sympla + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly client for new Sympla order

If you're using Sympla to manage your events, you'll want to make sure that your Projekly client are updated with the latest information. When a order is added to an event in Sympla, a new client will be created in Projekly automatically. This makes it easy to keep track of your sales pipeline and track event success.
Sympla + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly task for new Sympla event

Creating a task in Projekly for every event created in Sympla can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Sympla is often used to manage large or multi-day events, having Projekly record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Sympla
Projekly – Project Management, CRM, HR & Invo

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