tawk.to
Projekly – Project Management, CRM, HR & Invo

tawk.to + Projekly – Project Management, CRM, HR & Invo Integration

Connect tawk.to with Projekly – Project Management, CRM, HR & Invo in a few clicks

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tawk.to + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly client for new tawk.to chat

When someone completes your tawk.to, a new client is automatically created in your Projekly. This way, you can quickly follow up with the chat and turn them into a customer!

Plus, all of the information from the tawk.to is automatically populated in the new client, so you don't have to waste time manually entering data. Thus, having a tawk.to - Projekly integration set up makes it easy to manage your customer relationships and grow your business.
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tawk.to + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly task for new tawk.to chat

Automatically creating a Projekly task for every new tawk.to chat not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no chat will fall through the cracks and that your Projekly team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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tawk.to + Projekly – Project Management, CRM, HR & Invo Integration

Create Projekly client from new tawk.to ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding clients in Projekly. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Projekly integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a client in Projekly.

This makes it easy to keep track of your support tickets and clients in one place.
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tawk.to
Projekly – Project Management, CRM, HR & Invo

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