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

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

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

Automatically creating a Projekly task for every new SegMate response 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 response 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!